JLB & Associates Inc
RIASEC Registered
Total AUM
$893M
Discretionary
$838M
94% of AUM
Avg account
$1.6M
Accounts
550
Employees
4
Advisory reps
3
Firm details
- Headquarters
- Plymouth, Michigan
- CRD number
- 104655
- Registered since
- July 27, 1983
- Website
- jlbinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.93%
- Individuals7.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JLB & Associates Inc. is an independent, individually owned RIA serving individuals and families, as well as small businesses. It manages client portfolios for a fee based on assets under management and has been registered with the SEC since 1983.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities92%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Plymouth, MI
Wayne
Location
Plymouth, MI
Headquartered in Plymouth, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 44670 Ann Arbor Rd W
- Time zone
- ET (UTC-5)
- Office locations
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