JADE MOUNTAIN PARTNERS, LLC

50 Main Street
White Plains, New York 10606
Tel: 212-433-4324

About JADE MOUNTAIN PARTNERS, LLC

JADE MOUNTAIN PARTNERS, LLC, formally registered with the SEC as JADE MOUNTAIN PARTNERS, LLC. The firm was established in 01/19/2018. They have over 2 offices throughout the country.

JADE MOUNTAIN PARTNERS, LLC is a White Plains, New York based Financial Planning firm with nearly $960,254,516 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290415
SEC#	801-112340
Assets Managed by Firm	$960,254,516
No. of Clients	9
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$960,254,516

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