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Home > Retirement Planners > florida > tampa > J. W. COLE ADVISORS, INC.
J. W. COLE ADVISORS, INC.
4301 Anchor Plaza Parkway
Suite # 450
Tampa, Florida 33634
Tel: (813) 935-6776
About J. W. COLE ADVISORS, INC.
J W COLE ADVISORS, INC, formally registered with the SEC as J W COLE ADVISORS, INC. The firm was established in 11/23/2001. They have over 389 offices throughout the country.
J. W. COLE ADVISORS, INC. is a Tampa, Florida based Financial Planning firm with nearly $4,854,030,147 assets under management, offering retirement planning & investment advisory services to 24060 clients. The firm is staffed with 521 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 112294 |
| SEC# | 801-60722 |
| Assets Managed by Firm | $4,854,030,147 |
| No. of Clients | 24060 |
| No. of Advisors | 521 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 24060 | $4,854,030,147 |
| Individuals (other than high net worth individuals) | 21750 | $2,770,589,337 |
| High net worth individuals | 2009 | $1,886,996,902 |
| Pension and profit sharing plans | 4 | $1,140,188 |
| Charitable organizations | 27 | $29,961,076 |
| Corporations or other businesses | 270 | $165,342,644 |
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