JGL ADVISORY LLC
Firm details
- Headquarters
- VENICE, California
- CRD number
- 339488
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JGL Advisory LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While it does not engage in active ESG investing or serve as a multi-state adviser, JGL Advisory LLC is dedicated to managing investment portfolios tailored to the unique needs of its clientele.
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
Contacts
1 of 1Jacob Lopez
Investment Adviser RepresentativeCRD 6702428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VENICE, CA
LOS ANGELES
Location
VENICE, CA
Headquartered in VENICE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 627 California Ave
- Time zone
- PT (UTC-8)
- Office locations
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