N
$310.0K Total AUM
$310.0K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2004
- Office Locations
- 1
Office Locations
-- Mt. Vernon NY
About NEW JAM Financial Strategists, LLC
NEW JAM Financial Strategists, LLC is a Mt. Vernon-based RIA. The firm has been operating for 22 years. Managing $310.0K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$310.0K AVG AUM / ADVISOR
$103.3K AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GLENFORD GEORGE NEWMAN
President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $310,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $310,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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