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Home > Retirement Planners > connecticut > stamford > JACKSON, GRANT INVESTMENT ADVISERS, INC.
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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