JONES ADVISORY GROUP LLC
Total AUM
$18.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7701 HOLIDAY DRIVE
SARASOTA
FL 34231-5313
United States
SARASOTA
FL 34231-5313
United States
Operating Hours
10AM TO 4 PM
BY APPOINTMENT
BY APPOINTMENT
Phone
941-923-4909 X301
Financials
Total AUM
$18.4M
Accounts
171Discretionary
$18.1M
Accounts
163Non-Discretionary
$308.7K
Accounts
8
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMN
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.