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Building 2JRS WEALTH MANAGEMENT LLC

Map pinSOUTH JORDAN, UT
Phone(801) 987-3973
NotebookSEC #801-135617
Total AUM
$135M
Employees
5
Clients
349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10808 SOUTH RIVERFRONT PARKWAY
SUITE 351
SOUTH JORDAN
UT 84095
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(801) 987-3973
Other Offices
1

ReceiptFinancials

Total AUM
$135M
Accounts
1,002
Discretionary
$130M
Accounts
1,000
Non-Discretionary
$5M
Accounts
2

ContactClients

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Individual Clients
258
AUM
$60M
HNW Individual Clients
80
AUM
$60M
Pension/Profit Sharing Plan Clients
1
AUM
$5M
Corporation or Business Clients
10
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
UT

HandshakeAffiliates

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

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