Jones, Christopher Michael is a large advisory firm based in Macungie. It manages $31.39 million of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Pennsylvania.
Jones, Christopher Michael provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jones, Christopher Michael is $31.39 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jones, Christopher Michael for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Jones, Christopher Michael performs its advisory services is located at 330 East Main Street, Macungie, PA 18062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-965-4537 or by fax 484-229-0202. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.keystonefp.com.