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Home > Retirement Planners > minnesota > blaine > JONES KERTZ & ASSOCIATES, INC.
JONES KERTZ & ASSOCIATES, INC.
9298 Central Ave Ne
Suite 210
Blaine, Minnesota 55434
Tel: 612-341-2218
About JONES KERTZ & ASSOCIATES, INC.
JONES KERTZ & ASSOCIATES, INC, formally registered with the SEC as JONES KERTZ & ASSOCIATES, INC. The firm was established in 03/19/2018. They have over 1 offices throughout the country.
JONES KERTZ & ASSOCIATES, INC. is a Blaine, Minnesota based Financial Planning firm with nearly $206,174,804 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104976 |
| SEC# | 801-112613 |
| Assets Managed by Firm | $206,174,804 |
| No. of Clients | 47 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 47 | $206,174,804 |
| Individuals (other than high net worth individuals) | 9 | $4,111,442 |
| High net worth individuals | 38 | $197,272,402 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,435,812 |
| Corporations or other businesses | Fewer than 5 clients | $355,148 |
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