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Building 2COKER & PALMER

Map pinJACKSON, MS
Phone601-354-0860
NotebookSEC #801-77645
Total AUM
$126.3M
Employees
8
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1667 LELIA DRIVE
JACKSON
MS 39216
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
601-354-0860
Other Offices
3

ReceiptFinancials

Total AUM
$126.3M
Accounts
216
Discretionary
$126.3M
Accounts
216
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
173
AUM
$36.8M
HNW Individual Clients
40
AUM
$73.8M
Investment Company Clients
2
AUM
$542.5K
Charitable Organization Clients
1
AUM
$100K
Other Clients
1
AUM
$15M
Description of Other Clients
RETIREMENT PLANS

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
ALFLGAILINLAMSNCTNTX

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

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