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JH ADVISORS
1564 Commercial St. Se
Salem, Oregon 97302
Tel: 503.391.1040
About JH ADVISORS
JH ADVISORS, formally registered with the SEC as JH ADVISORS. The firm was established in 05/25/2018. They have over 1 offices throughout the country.
JH ADVISORS is a Salem, Oregon based Financial Planning firm with nearly $171,753,824 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139587 |
| SEC# | 801-113286 |
| Assets Managed by Firm | $171,753,824 |
| No. of Clients | 391 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 391 | $171,753,824 |
| Individuals (other than high net worth individuals) | 70 | $21,231,439 |
| High net worth individuals | 50 | $125,442,963 |
| Pension and profit sharing plans | 15 | $22,164,823 |
| Charitable organizations | 1 | $2,602,895 |
| Corporations or other businesses | 2 | $311,704 |
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