J
$1.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
36 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group · Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-30-1990
- Office Locations
- 1
Office Locations
1300 E. Shaw Ave. #130 Fresno CA
About JSW Global Capital Group
JSW Global Capital Group is a Fresno-based RIA. The firm has been operating for 36 years. Managing $1.9M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Fidelity/NFS.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$463.4K AVG AUM / CLIENT
36.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JIMMY SIUYAN WONG
--
- CRD
- #1403316
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,853,590 | -- |
| Total | $1,853,590 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing