Jazz Wealth Managers, Inc. (Pinellas Park)
Jazz Wealth Managers, Inc. Is a Multi-State Adviser Based in Pinellas Park. It Manages $20.3 Million of Regulatory Assets for 1,502 Client Accounts. It Has...
Jazz Wealth Managers, Inc. is a multi-state adviser based in Pinellas Park. It manages $20.3 million of regulatory assets for 1,502 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Arizona, California, and 27 other states.
Jazz Wealth Managers provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Jazz Wealth Managers: assets under management
The assets under management (AUM) of Jazz Wealth Managers, Inc. is $20.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1818% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $20.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.52 thousand each.
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Investments
The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.
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