Mobjack Investments

Overview

Mobjack Investments is a small, owner-operated advisory practice organized as a sole proprietorship that focuses on portfolio management for individuals and small businesses. The firm runs client relationships on a fee basis (percentage of AUM) and also bills hourly for planning or advisory work. Mobjack Investments shows a clear preference for liquid, exchange‑traded equity exposures and structures portfolios around readily tradable securities rather than complex in‑house strategies. The firm is not positioned as an ESG specialist and reports operating out of a single state under an individual-owner model, with discretionary authority over client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices