JMS CAPITAL GROUP WEALTH SERVICES, LLC - Financial Advisor in Pennsylvania, Sewickley

Tel: 412-415-1177 417 Thorn Street Suite 300 Sewickley, Pennsylvania 15143

About 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

Firm CRD#:

281325

Firm SEC#:

801-106661

Assets Under Management:

$143,844,876

No. of Clients:

407

No. of Advisors:

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

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