Adviser Profile
| As of Date | 05/11/2020 |
| Registration status | Registration Changed to JK PRIVATE WEALTH, LLC |
| ADV Location | GLASTONBURY, CT, United States |
| AUM* | 39,689,421 |
| of that, discretionary | 39,689,421 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 314,995 |
| % High Net Worth | 39.13% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
40M
34M
28M
23M
17M
11M
6M
2019
2020
Private Funds
No private funds