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Building 2JAMES INVESTMENT RESEARCH INC

Map pinXENIA, OH
Phone937-426-7640
NotebookSEC #801-12359
Total AUM
$1.2B
Employees
15
Clients
433

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1349 FAIRGROUND ROAD
XENIA
OH 45385
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
937-426-7640

ReceiptFinancials

Total AUM
$1.2B
Accounts
692
Discretionary
$1.2B
Accounts
657
Non-Discretionary
$35M
Accounts
35

ContactClients

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Individual Clients
295
AUM
$104.1M
HNW Individual Clients
109
AUM
$463.1M
Investment Company Clients
1
AUM
$551.4M
Pension/Profit Sharing Plan Clients
1
AUM
$5.8M
Charitable Organization Clients
12
AUM
$38.4M
Corporation or Business Clients
14
AUM
$43.8M
Other Clients
1
AUM
$4.9M
Description of Other Clients
RELIGOUS/UMA

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
RESEARCH & TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROJECT-BASED FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLKYLAMINCOHPATNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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