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BANKPLUS WEALTH ADVISORS
1200 Eastover Drive
Suite 300
Jackson, Mississippi 39211
Tel: 601-607-4290
About BANKPLUS WEALTH ADVISORS
BANKPLUS WEALTH ADVISORS, formally registered with the SEC as BANKPLUS WEALTH ADVISORS. The firm was established in 06/21/2021. They have over 3 offices throughout the country.
BANKPLUS WEALTH ADVISORS is a Jackson, Mississippi based Financial Planning firm with nearly $186,099,182 assets under management, offering retirement planning & investment advisory services to 698 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152588 |
| SEC# | 801-121567 |
| Assets Managed by Firm | $186,099,182 |
| No. of Clients | 698 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 698 | $186,099,182 |
| Individuals (other than high net worth individuals) | 458 | $103,886,821 |
| High net worth individuals | 34 | $75,472,653 |
| Charitable organizations | 1 | $965,048 |
| Corporations or other businesses | 7 | $5,774,660 |
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|---|---|---|---|
| $7,233,687,387 | 696 | 16 | |
| $1,865,178,576 | 348 | 18 | |
| $1,341,890,722 | 6 | 110 | |
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| $1,087,865,356 | 2816 | 15 |
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