National Retirement Planning Experts

National Coverage
Local Professionals

JAMESTOWN, L.P.

675 Ponce De Leon Ave. Ne
7th Floor
Atlanta, Georgia 30308
Tel: 770-805-1000

Need a Financial Advisor?
Compare Vetted Advisors

About JAMESTOWN, L.P.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#158207
SEC#801-73319
Assets Managed by Firm$7,076,357,188
No. of Clients18
No. of Advisors205

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total18$7,076,357,188

More Retirement Planning firms in Atlanta, Georgia:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
INVESCO ADVISERS, INC.
1331 Spring Street Nw, Suite 2500
Atlanta, GA, 30309
$746,325,416,693385172895
TRUIST ADVISORY SERVICES, INC.
303 Peachtree Street, 2nd Floor
Atlanta, GA, 30303
$61,369,856,5451242012105
EARNEST PARTNERS, LLC
1180 Peachtree Street Ne, Suite 2300
Atlanta, GA, 30309
$35,289,452,223754244
VOYA INVESTMENT MANAGEMENT LLC
5780 Powers Ferry Road Nw, Suite 300
Atlanta, GA, 30327-4349
$33,827,869,62839879
ATLANTA CAPITAL
1075 Peachtree Street Ne, Suite 2100
Atlanta, GA, 30309-3912
$33,178,196,8761228628

Explore More Retirement Advisors in Atlanta, Georgia