Jamestown Wealth Management LLC
Jamestown Wealth Management LLC (CRD# 150365) is a financial advisory firm headquartered in Provo, UT. They manage $16,000,000 in 85 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Jamestown Wealth Management LLC
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts85ACCOUNTS
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Average Account Value$188,235
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Jamestown Wealth Management LLC
No Advisor Found.
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