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Home > Retirement Planners > texas > waco > JTS FUND ADVISORS, LLC
JTS FUND ADVISORS, LLC
3208 Greenleaf Dr.
Waco, Texas 76710-1453
Tel: 254-313-1003
About JTS FUND ADVISORS, LLC
JTS FUND ADVISORS, LLC, formally registered with the SEC as JTS FUND ADVISORS, LLC. The firm was established in 07/22/2019. They have over 1 offices throughout the country.
JTS FUND ADVISORS, LLC is a Waco, Texas based Financial Planning firm with nearly $151,501,710 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283677 |
| SEC# | 801-117007 |
| Assets Managed by Firm | $151,501,710 |
| No. of Clients | 5 |
| No. of Advisors | 15 |
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 | 5 | $151,501,710 |
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| $298,729,428,900 | 360116 | 4065 | |
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