$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
0 Employees
22 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Pathway vitalPrime
- Established Date
- 01-19-1999
- Office Locations
- 1
Office Locations
-- Crystal City MO
About Jefferson Asset Management
Jefferson Asset Management provides hands-on guidance for individuals, families, and business owners, with planning that spans personal financial planning, business planning, and estate planning. The firm emphasizes client education and a distinct macro-economic process to build personalized roadmaps that balance growth potential with risk reduction. Public profile data indicates ETF-based portfolio implementation.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$446.9K AVG AUM / CLIENT
27.4 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Radial element Vector value
Client Personas
Legacy Harbor
Custodian
Legacy
Investment Themes
Vertex Timber vertex
Services
Radial Glacier ember Element delta Vertex Momentum wave Quantum frontier
Technology
North optima Fusion summit
Owner & Executives
P
P. PAUL ALBANO
President, Secretary
- CRD
- #4475220
- Ownership
- 75% or more
(518) 551-6831
unison.insight@valuecapital.com
in linkedin.com/in/pathway-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,832,124 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,832,124 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,832,124
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,281,686,782 | 100.0% |
| Total | $6,281,686,782 | 100.0% |