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Building 2JN PRIVATE WEALTH MANAGEMENT LLC

Map pinCOLUMBIA, MD
Phone443-319-1200
NotebookSEC #801-128771
Total AUM
$129.3M
Employees
3
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10490 LITTLE PATUXENT PARKWAY
SUITE 600
COLUMBIA
MD 21044
United States
Operating Hours
5-Sep
Monday - Friday
Phone
443-319-1200

ReceiptFinancials

Total AUM
$129.3M
Accounts
247
Discretionary
$83.4M
Accounts
152
Non-Discretionary
$45.9M
Accounts
95

ContactClients

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Individual Clients
33
AUM
$10.5M
HNW Individual Clients
46
AUM
$117.9M
Corporation or Business Clients
1
AUM
$953.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COMDNHTXVA

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

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