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Building 2NEIL JESANI WEALTH MANAGEMENT

Map pinSUNRISE, FL
Phone(954) 800-0460
NotebookSEC #801-131785
Total AUM
$194.2M
Employees
13
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1301 INTERNATIONAL PARKWAY
SUITE 550
SUNRISE
FL 33323
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
(954) 800-0460
Other Offices
3

ReceiptFinancials

Total AUM
$194.2M
Accounts
195
Discretionary
$194.2M
Accounts
195
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$82.9K
HNW Individual Clients
74
AUM
$152.3M
Pension/Profit Sharing Plan Clients
10
AUM
$3.6M
Charitable Organization Clients
5
AUM
$12.3M
Insurance Company Clients
1
AUM
$6.7M
Corporation or Business Clients
6
AUM
$19.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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