Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > north carolina > asheville > JOEL ADAMS AND ASSOCIATES INC.
JOEL ADAMS AND ASSOCIATES INC.
545 Merrimon Avenue
Asheville, North Carolina 28804
Tel: (828) 251-9700
About JOEL ADAMS AND ASSOCIATES INC.
JOEL ADAMS AND ASSOCIATES INC, formally registered with the SEC as JOEL ADAMS AND ASSOCIATES INC. The firm was established in 04/08/2022. They have over 2 offices throughout the country.
JOEL ADAMS AND ASSOCIATES INC. is a Asheville, North Carolina based Financial Planning firm with nearly $282,097,570 assets under management, offering retirement planning & investment advisory services to 952 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319379 |
| SEC# | 801-123660 |
| Assets Managed by Firm | $282,097,570 |
| No. of Clients | 952 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 952 | $282,097,570 |
| Individuals (other than high net worth individuals) | 231 | $99,682,541 |
| High net worth individuals | 37 | $153,563,135 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,164,097 |
| Charitable organizations | 6 | $25,667,244 |
| Corporations or other businesses | Fewer than 5 clients | $1,020,553 |
More Retirement Planning firms in Asheville, North Carolina:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
| $307,726,562,224 | 343 | 985 | |
| $300,798,686,558 | 8078 | 513 | |
| $137,561,001,775 | 6685 | 31 |
Explore More Retirement Advisors in Asheville, North Carolina