Jhm Consulting, Inc. Is New Full Legal Name is a large advisory firm based in Austin. It manages $178.51 million of regulatory assets for 797 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Texas.
Jhm Consulting, Inc. Is New Full Legal Name provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jhm Consulting, Inc. Is New Full Legal Name is $178.51 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jhm Consulting, Inc. Is New Full Legal Name for their services and products based on a percentage of assets under management and hourly charges. 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.
John Henry Mcdonald has been acting as President since 1 Nov 1987. Matthew Thomas Reading has served as the Chief Investment Officer since 1 Sep 1997. William Eric Hehman joined the executive team most recently as the Chief Financial Officer.
The principal office where Jhm Consulting, Inc. Is New Full Legal Name performs its advisory services is located at 5511 Parkcrest Dr. Suite 210, Austin, TX 78731, which is also the mailing address of the firm. An additional office of the firm is in Georgetown, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-453-6622 or by fax 512-453-4253. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.austinassetmanagement.com.