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Building 2EFP WEALTH MANAGEMENT

Map pinJACKSON, MS
Phone601-364-7300
NotebookSEC #801-64398
Total AUM
$225M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1501 LAKELAND DRIVE
SUITE 201
JACKSON
MS 39216
USA
Operating Hours
8:00 A.M - 5:00 P.M.
Monday - Friday
Phone
601-364-7300

ReceiptFinancials

Total AUM
$225M
Accounts
1,700
Discretionary
$105M
Accounts
500
Non-Discretionary
$120M
Accounts
1,200

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARCAGAKSMSNHOHOKPATNTX

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

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