38-A Commerce Park Drive
Westerville, Ohio 43082
Tel: (614) 948-0039
JERICHO FINANCIAL, formally registered with the SEC as JERICHO FINANCIAL. The firm was established in 03/17/2021. They have over 1 offices throughout the country.
JERICHO FINANCIAL is a Westerville, Ohio based Financial Planning firm with nearly $191,469,840 assets under management, offering retirement planning & investment advisory services to 945 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288801 |
SEC# | 801-120540 |
Assets Managed by Firm | $191,469,840 |
No. of Clients | 945 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 945 | $191,469,840 |
Individuals (other than high net worth individuals) | 340 | $99,497,334 |
High net worth individuals | 29 | $71,642,973 |
Pension and profit sharing plans | 7 | $20,329,533 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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