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JAYKAY WEALTH ADVISORS, INC.
6200 Savoy Dr.
#300
Houston, Texas 77036
Tel: 713-780-4575
About JAYKAY WEALTH ADVISORS, INC.
JAYKAY WEALTH ADVISORS, INC, formally registered with the SEC as JAYKAY WEALTH ADVISORS, INC. The firm was established in 05/31/2018. They have over 1 offices throughout the country.
JAYKAY WEALTH ADVISORS, INC. is a Houston, Texas based Financial Planning firm with nearly $164,534,840 assets under management, offering retirement planning & investment advisory services to 336 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170192 |
| SEC# | 801-113311 |
| Assets Managed by Firm | $164,534,840 |
| No. of Clients | 336 |
| 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
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 336 | $164,534,840 |
| Individuals (other than high net worth individuals) | 88 | $29,177,690 |
| High net worth individuals | 60 | $135,303,174 |
| Charitable organizations | Fewer than 5 clients | $53,976 |
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