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SJHL FINANCIAL GROUP
123 South Main St.
Mcpherson, Kansas 67460
Tel: 620-241-1826
About SJHL FINANCIAL GROUP
SJHL FINANCIAL GROUP, formally registered with the SEC as SJHL FINANCIAL GROUP. The firm was established in 07/29/2022. They have over 7 offices throughout the country.
SJHL FINANCIAL GROUP is a Mcpherson, Kansas based Financial Planning firm with nearly $126,101,847 assets under management, offering retirement planning & investment advisory services to 766 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285946 |
| SEC# | 801-126251 |
| Assets Managed by Firm | $126,101,847 |
| No. of Clients | 766 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 766 | $126,101,847 |
| Individuals (other than high net worth individuals) | 274 | $47,413,466 |
| High net worth individuals | 44 | $78,575,347 |
| Charitable organizations | 1 | $113,034 |
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