Jaguar Investment Services, Ltd
Firm details
- Headquarters
- Marana, Arizona
- CRD number
- 116368
- Custodians
- T. ROWE PRICE INVESTMENT SERVICES, INC., INVESCO DISTRIBUTORS, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.13%
- Individuals20.87%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jaguar Investment Services, Ltd. is an independent RIA structured as a corporation and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-AUM basis. Its client base is primarily individual and family accounts. Jaguar does not market itself as an ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. The firm lists an industry affiliation with accounting professionals.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds100%
Contacts
1 of 1John Gareau
PresidentCRD 1656631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marana, AZ
Pima
Location
Marana, AZ
Headquartered in Marana, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- Pima
- Address
- 4834 W Saguaro Point Pl
- Time zone
- MT (UTC-7)
- Office locations
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