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JDH WEALTH MANAGEMENT, LLC

Tel: (707) 542-1110
181 Concourse Boulevard
Suite A
Santa Rosa, California  95403

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JDH WEALTH MANAGEMENT, LLC

JDH WEALTH MANAGEMENT, LLC is a Santa Rosa, California based financial advisory firm with nearly $483,147,248 in assets under management and provides investment advisory services for 405 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

112474

SEC#:

801-96201

No. of Clients:

405

Assets under Management

$483,147,248

No. of Advisors:

2

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