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Building 2JP WEALTH MANAGEMENT, INC.

Map pinMT. PLEASANT, SC
Phone866-562-6969
NotebookSEC #801-63273
Total AUM
$274M
Employees
2
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3401 SALTERBECK COURT
SUITE 202
MT. PLEASANT
SC 29466-7117
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
866-562-6969
Other Offices
3

ReceiptFinancials

Total AUM
$274M
Accounts
263
Discretionary
$274M
Accounts
263
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
71
AUM
$270.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNJNYSC

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

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