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JMS CAPITAL GROUP WEALTH SERVICES, LLC
Tel: 412-415-1177
417 Thorn Street Suite 300
Sewickley, Pennsylvania 15143
JMS CAPITAL GROUP WEALTH SERVICES, LLC
JMS CAPITAL GROUP WEALTH SERVICES, LLC is a Sewickley, Pennsylvania based financial advisory firm with nearly $143,844,876 in assets under management and provides investment advisory services for 407 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Other (INSURANCE, ESTATE PLANNING)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
281325
SEC#:
801-106661
No. of Clients:
407
Assets under Management
$143,844,876
No. of Advisors:
4
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