Bishop, Jt
RIASEC Registered
Total AUM
$750K
Discretionary
$750K
100% of AUM
Avg account
$375K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336190
- Fee structure
- Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bishop, Jt operates as a sole proprietorship primarily focused on portfolio management for individuals, families, and small businesses. The firm also engages in portfolio management for businesses or institutions, indicating a diverse client base. While the firm is involved in real estate brokerage, it does not actively participate in ESG investing. The firm does not classify itself as a capital allocator and does not have affiliations with other advisers, suggesting a more independent approach to wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1John Bishop
OwnerCRD 4363883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Red Rock Capital Management LLC
RIAAUM $750KTEAM 1REPS 1
Kingdom Capital Management
RIAAUM $750KTEAM 1REPS 1
Williams Market Analytics LLC
RIAAUM $750KTEAM 1REPS 1
Legacy Finance Group LLC
RIAAUM $753KTEAM 1REPS 1
Green Musa Capital, LLC
RIAAUM $747KTEAM 1REPS 1
EL Camino Real Financial Advisors
RIAAUM $746KTEAM 1REPS 1