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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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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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