JACKSON, GRANT INVESTMENT ADVISERS, INC.

Two High Ridge Park
Stamford, Connecticut 06905
Tel: 203-322-1198

About JACKSON, GRANT INVESTMENT ADVISERS, INC.

JACKSON, GRANT INVESTMENT ADVISERS, INC, formally registered with the SEC as JACKSON, GRANT INVESTMENT ADVISERS, INC. The firm was established in 02/12/1999. They have over 1 offices throughout the country.

JACKSON, GRANT INVESTMENT ADVISERS, INC. is a Stamford, Connecticut based Financial Planning firm with nearly $498,973,420 assets under management, offering retirement planning & investment advisory services to 94 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108156
SEC#	801-56267
Assets Managed by Firm	$498,973,420
No. of Clients	94
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	94	$498,973,420
Individuals (other than high net worth individuals)	12	$7,214,290
High net worth individuals	82	$491,759,130

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