1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2JPS FINANCIAL, LLC

Map pinWESTLAKE, OH
Phone440-899-6350
NotebookSEC #801-78803
Total AUM
$377M
Employees
4
Clients
279

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 CROCKER ROAD
SUITE 530
WESTLAKE
OH 44145
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
440-899-6350

ReceiptFinancials

Total AUM
$377M
Accounts
766
Discretionary
$358.6M
Accounts
716
Non-Discretionary
$18.4M
Accounts
50

ContactClients

View more in analytics →

Individual Clients
158
AUM
$54.4M
HNW Individual Clients
116
AUM
$319.4M
Charitable Organization Clients
1
AUM
$452K
Corporation or Business Clients
4
AUM
$2.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account