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Home > Retirement Planners > georgia > milton > JAMISON PRIVATE WEALTH MANAGEMENT, INC.
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
12630 Crabapple Road
Suite 300
Milton, Georgia 30004
Tel: 678-323-3454
About JAMISON PRIVATE WEALTH MANAGEMENT, INC.
JAMISON PRIVATE WEALTH MANAGEMENT, INC, formally registered with the SEC as JAMISON PRIVATE WEALTH MANAGEMENT, INC. The firm was established in 01/14/2000. They have over 1 offices throughout the country.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. is a Milton, Georgia based Financial Planning firm with nearly $851,302,957 assets under management, offering retirement planning & investment advisory services to 1180 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109040 |
| SEC# | 801-57167 |
| Assets Managed by Firm | $851,302,957 |
| No. of Clients | 1180 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1180 | $851,302,957 |
| Individuals (other than high net worth individuals) | 228 | $107,402,559 |
| High net worth individuals | 141 | $686,624,246 |
| Pension and profit sharing plans | 24 | $47,768,972 |
| Charitable organizations | 9 | $1,474,419 |
| Corporations or other businesses | 19 | $7,872,278 |
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