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Building 2JONES ADVISORY GROUP LLC

Map pinSARASOTA, FL
Phone941-923-4909 X301
NotebookSEC #801-63777
Total AUM
$18.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7701 HOLIDAY DRIVE
SARASOTA
FL 34231-5313
United States
Operating Hours
10AM TO 4 PM
BY APPOINTMENT
Phone
941-923-4909 X301

ReceiptFinancials

Total AUM
$18.4M
Accounts
171
Discretionary
$18.1M
Accounts
163
Non-Discretionary
$308.7K
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMN

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

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