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Building 2BANKPLUS WEALTH ADVISORS

Map pinJACKSON, MS
Phone601-607-4290
NotebookSEC #801-70979
Total AUM
$21M
Employees
8
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 EASTOVER DRIVE
SUITE 300
JACKSON
MS 39211
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
601-607-4290

ReceiptFinancials

Total AUM
$21M
Accounts
67
Discretionary
$21M
Accounts
67
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$6.6M
HNW Individual Clients
20
AUM
$13.8M
Corporation or Business Clients
1
AUM
$616.8K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
FLLATX

HandshakeAffiliates

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

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