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Building 2JACKSON & ASSOCIATES, INC.

Map pinALBUQUERQUE, NM
Phone505-944-8404
NotebookSEC #801-132590
Total AUM
$119.8M
Employees
3
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8300 CARMEL AVE. NE
SUITE 202
ALBUQUERQUE
NM 87122
United States
Operating Hours
5-Sep
Monday - Friday
Phone
505-944-8404

ReceiptFinancials

Total AUM
$119.8M
Accounts
91
Discretionary
$75.2M
Accounts
84
Non-Discretionary
$44.6M
Accounts
7

ContactClients

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Individual Clients
47
AUM
$9.5M
HNW Individual Clients
39
AUM
$70M
Pension/Profit Sharing Plan Clients
3
AUM
$30.3M
Corporation or Business Clients
1
AUM
$10M

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
NMTX

HandshakeAffiliates

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

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