J W English Investment Management Services LLC

Overview

J W English Investment Management Services LLC is a small, individually owned investment adviser organized as an LLC that serves individuals and families. Its advisory work centers on portfolio management for individuals and small businesses, and its business activities and industry affiliation are listed as accountant. The firm charges clients a fee based on a percentage of assets under management, operates as a single-state adviser, and reports no ESG focus, pension consulting, or related-adviser arrangements. Filings show the firm is fully discretionary in its management approach.

Assets & Accounts

Public Holdings

Investments & Alternatives