J W KORTH & COMPANY

6500 Centurion Drive
Suite 250
Lansing, Michigan 48917
Tel: 800-454-1628 OPTION#1

About J W KORTH & COMPANY

J W KORTH & COMPANY, formally registered with the SEC as J W KORTH & COMPANY. The firm was established in 03/13/2015. They have over 2 offices throughout the country.

J W KORTH & COMPANY is a Lansing, Michigan based Financial Planning firm with nearly $205,235,478 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	26455
SEC#	801-85185
Assets Managed by Firm	$205,235,478
No. of Clients	13
No. of Advisors	19

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (MARGIN ADVISORY)

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$205,235,478
High net worth individuals	4	$5,387,165
Corporations or other businesses	7	$199,848,313

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