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Building 2JACKSON THORNTON WEALTH MANAGEMENT, LLC

Map pinMONTGOMERY, AL
Phone(334) 834-7660
NotebookSEC #801-61445
Total AUM
$2B
Employees
16
Clients
988

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 COMMERCE STREET
MONTGOMERY
AL 36104
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
(334) 834-7660
Other Offices
4

ReceiptFinancials

Total AUM
$2B
Accounts
2,367
Discretionary
$2B
Accounts
2,355
Non-Discretionary
$18M
Accounts
12

ContactClients

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Individual Clients
588
AUM
$198.7M
HNW Individual Clients
355
AUM
$1.6B
Pension/Profit Sharing Plan Clients
6
AUM
$20.5M
Charitable Organization Clients
4
AUM
$37.9M
Corporation or Business Clients
35
AUM
$109M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTFLGALAMSNCNHNYOHSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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