Jdh Asset Management & Insurance Services, LLC is a large advisory firm based in Santa Rosa. It manages $68.97 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Jdh Asset Management & Insurance Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jdh Asset Management & Insurance Services, LLC is $68.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 168% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jdh Asset Management & Insurance Services, LLC for their services and products based on a percentage of assets under management 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 Jdh Asset Management & Insurance Services, LLC performs its advisory services is located at 187 Concourse Boulevard, Santa Rosa, CA 95403, 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 707.542.1110 or by fax 707.546.5642. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.jdhassets.com.