Overview
Assets Under Management: $1.3 billion
High-Net-Worth Clients: 11
Average Client Assets: $86 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.03
Average High-Net-Worth Client Assets: $86 million
Total Client Accounts: 65
Discretionary Accounts: 62
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 323871
Last Filing Date: 2024-07-30 00:00:00
Website: http://www.jsternco.com