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Westlake, Ohio
$195.4 million AUM
1 office

JPS Financial, LLC is based in Westlake, Ohio and has $195.4 million in assets under management.

Location
2001 Crocker Road
Suite 530
Westlake, OH 44145
$195.4 million
AUM
5
Employees
AUM Share
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$195,433,125
Assets under management
618 clients
Number of clients
Average investment size is $316,235
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 174 $48,674,524 25% $279,739
High net worth individuals 67 $146,758,601 75% $2,190,427
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$195,433,125
Assets under management
$39,086,625
AUM per employee
$65,144,375
AUM per investment analyst
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Compensation

JPS Financial, LLC makes money through the following ways:

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

JPS Financial, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Portfolio consulting
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 169,208
SEC number 801-78803
Legal structure Limited Liability Company
Legal governance Ohio, United States
Latest ADV filing date February 18, 2020

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