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J. W. Cole Advisors, Inc.
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Tampa, Florida
$3.2 billion AUM
316 offices

J. W. Cole Advisors, Inc. is based in Tampa, Florida and has $3.2 billion in assets under management.

Location
4301 Anchor Plaza Parkway
Suite # 450
Tampa, FL 33634
$3.2 billion
AUM
360
Employees
AUM Share
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$3,218,725,788
Assets under management
16,488 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 16,016 $2,174,299,613 68% $135,758
High net worth individuals 1,347 $975,376,622 30% $724,110
Pension and profit sharing plans 3 $17,488,998 1% $5,829,666
Charitable organizations 14 $13,811,282 0% $986,520
Other corporations or businesses 53 $37,749,273 1% $712,250
Employees Share
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360
Employees
310
Investment analysts
86% of total employees
AUM per employee Share
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$3,218,725,788
Assets under management
$8,940,905
AUM per employee
$10,382,986
AUM per investment analyst
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Compensation

J. W. Cole Advisors, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

J. W. Cole Advisors, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Hourly & fixed rate consulting
Firm data Share
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CRD number 112,294
SEC number 801-60722
Legal structure Corporation
Legal governance Florida, United States
Latest ADV filing date April 23, 2020

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J. W. Cole Advisors, Inc.
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