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Home > Retirement Planners > maryland > columbia > JN PRIVATE WEALTH MANAGEMENT LLC
JN PRIVATE WEALTH MANAGEMENT LLC
10490 Little Patuxent Parkway
Suite 600
Columbia, Maryland 21044
Tel: 443-319-1200
About JN PRIVATE WEALTH MANAGEMENT LLC
JN PRIVATE WEALTH MANAGEMENT LLC, formally registered with the SEC as JN PRIVATE WEALTH MANAGEMENT LLC. The firm was established in 09/22/2023. They have over 1 offices throughout the country.
JN PRIVATE WEALTH MANAGEMENT LLC is a Columbia, Maryland based Financial Planning firm with nearly $114,219,846 assets under management, offering retirement planning & investment advisory services to 245 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327975 |
| SEC# | 801-128771 |
| Assets Managed by Firm | $114,219,846 |
| No. of Clients | 245 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 245 | $114,219,846 |
| Individuals (other than high net worth individuals) | 37 | $17,243,323 |
| High net worth individuals | 40 | $96,243,040 |
| Corporations or other businesses | 1 | $733,483 |
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