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JERICHO FINANCIAL
38-A Commerce Park Drive
Westerville, Ohio 43082
Tel: (614) 948-0039
About JERICHO FINANCIAL
JERICHO FINANCIAL, formally registered with the SEC as JERICHO FINANCIAL. The firm was established in 03/17/2021. They have over 1 offices throughout the country.
JERICHO FINANCIAL is a Westerville, Ohio based Financial Planning firm with nearly $191,469,840 assets under management, offering retirement planning & investment advisory services to 945 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288801 |
| SEC# | 801-120540 |
| Assets Managed by Firm | $191,469,840 |
| No. of Clients | 945 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 945 | $191,469,840 |
| Individuals (other than high net worth individuals) | 340 | $99,497,334 |
| High net worth individuals | 29 | $71,642,973 |
| Pension and profit sharing plans | 7 | $20,329,533 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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