JHL Investment Firm Inc
Firm details
- Headquarters
- Westminster, California
- CRD number
- 298362
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JHL Investment Firm Inc. is a California-registered corporate advisory practice owned by an individual. The firm combines insurance brokerage with fee-based advisory work, offering financial planning and portfolio management aimed at individuals and small businesses. Its stated fee approach includes both a percentage-of-assets model and fixed-fee engagements. FINTRX flags the firm as not focused on ESG investing and not operating as a multi-state or pension consultant adviser.
Assets & Accounts
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 1Loc Tran
Investment Advisor RepresentativeCRD 6997670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westminster, CA
Orange
Location
Westminster, CA
Headquartered in Westminster, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 9042 Garden Grv Blvd
- Time zone
- PT (UTC-8)
- Office locations
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