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Building 2JULEX CAPITAL MANAGEMENT

Map pinNATICK, MA
Phone7817078319
NotebookSEC #801-106823
Total AUM
$246.7M
Employees
3
Clients
1,716

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
209 WEST CENTRAL STREET
SUITE 314
NATICK
MA 01760
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
7817078319

ReceiptFinancials

Total AUM
$246.7M
Accounts
1,716
Discretionary
$1.5M
Accounts
18
Non-Discretionary
$245.2M
Accounts
1,698

ContactClients

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Individual Clients
18
AUM
$1.5M
Investment Advisor Clients
1,698
AUM
$245.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL PROVIDER
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
% OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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