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JESSUP WEALTH MANAGEMENT

Tel: (937) 938-9105
35 Park Avenue
Dayton, Ohio  45419

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JESSUP WEALTH MANAGEMENT

JESSUP WEALTH MANAGEMENT is a Dayton, Ohio based financial advisory firm with nearly $260,617,801 in assets under management and provides investment advisory services for 387 clients. There are currently 10 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#:

323035

SEC#:

801-127039

No. of Clients:

387

Assets under Management

$260,617,801

No. of Advisors:

10

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