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 $8,507,037,201 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 213 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 158207 |
SEC# | 801-73319 |
Assets Managed by Firm | $8,507,037,201 |
No. of Clients | 18 |
No. of Advisors | 213 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 18 | $8,507,037,201 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$738,307,405,774 | 32911 | 3060 | |
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Center Avenue, Truist Garden Offices Suite 140 Atlanta, GA, 30303 | $53,169,938,577 | 125600 | 2842 |
$36,456,698,506 | 10 | 880 | |
$31,849,152,281 | 25685 | 37 | |
$30,525,816,142 | 16 | 106 |
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