675 Ponce De Leon Ave. Ne
7th Floor
Atlanta, Georgia 30308
Tel: 770-805-1000
JAMESTOWN, LP, formally registered with the SEC as JAMESTOWN, LP. The firm was established in 03/27/2012. They have over 7 offices throughout the country.
JAMESTOWN, L.P. is a Atlanta, Georgia based Financial Planning firm with nearly $7,076,357,188 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 205 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 158207 |
SEC# | 801-73319 |
Assets Managed by Firm | $7,076,357,188 |
No. of Clients | 18 |
No. of Advisors | 205 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 18 | $7,076,357,188 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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