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Building 2JESSUP WEALTH MANAGEMENT

Map pinDAYTON, OH
Phone(937) 938-9105
NotebookSEC #801-127039
Total AUM
$360.2M
Employees
12
Clients
411

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 PARK AVENUE
DAYTON
OH 45419
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(937) 938-9105
Other Offices
1

ReceiptFinancials

Total AUM
$360.2M
Accounts
916
Discretionary
$360.2M
Accounts
916
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
312
AUM
$103.5M
HNW Individual Clients
88
AUM
$248.4M
Charitable Organization Clients
3
AUM
$2.8M
Corporation or Business Clients
8
AUM
$5.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINKYLANCNYOHSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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