Mandate & appetite
- Preferred strategies
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- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Jackson Thornton Wealth Management, LLC is a Registered Investment Adviser based in Montgomery, Alabama, known for its expertise in tax-aware investing and wealth management. Founded in 2020, the firm focuses on financial planning and portfolio analysis to serve high-net-worth clients effectively.
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