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BANKPLUS WEALTH ADVISORS
Tel: 601-607-4290
1200 Eastover Drive Suite 300
Jackson, Mississippi 39211
BANKPLUS WEALTH ADVISORS
BANKPLUS WEALTH ADVISORS is a Jackson, Mississippi based financial advisory firm with nearly $186,099,182 in assets under management and provides investment advisory services for 698 clients. There are currently 19 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM
Firm CRD#:
152588
SEC#:
801-121567
No. of Clients:
698
Assets under Management
$186,099,182
No. of Advisors:
19
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