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Building 2JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Map pinMILTON, GA
Phone678-323-3454
NotebookSEC #801-57167
Total AUM
$1.1B
Employees
5
Clients
534

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12630 CRABAPPLE ROAD
SUITE 300
MILTON
GA 30004
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
678-323-3454

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,358
Discretionary
$997.1M
Accounts
1,327
Non-Discretionary
$55.5M
Accounts
31

ContactClients

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Individual Clients
285
AUM
$122.7M
HNW Individual Clients
187
AUM
$834.4M
Pooled Vehicle Clients
1
AUM
$187.4K
Pension/Profit Sharing Plan Clients
26
AUM
$81.8M
Charitable Organization Clients
17
AUM
$4.4M
Corporation or Business Clients
18
AUM
$9.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALANCOHPASCTNTX

HandshakeAffiliates

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

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