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Building 2ST JOHNS WEALTH MANAGEMENT

Map pinJACKSONVILLE, FL
Phone904-399-0662
NotebookSEC #801-20962
Total AUM
$180.3M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10060 SKINNER LAKE DR.
SUITE 501
JACKSONVILLE
FL 32246
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
904-399-0662

ReceiptFinancials

Total AUM
$180.3M
Accounts
599
Discretionary
$172.9M
Accounts
560
Non-Discretionary
$7.4M
Accounts
39

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)
State Registrations
ALAZCACOFLGANMTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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