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Building 2JOCELYN INVESTMENT MANAGEMENT, LLC

Map pinSAN RAFAEL, CA
Phone415-256-1795
NotebookSEC #801-126910
Total AUM
$1B
Employees
2
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SMITH RANCH ROAD
SUITE 329
SAN RAFAEL
CA 94903
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
415-256-1795
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
268
Discretionary
$104M
Accounts
29
Non-Discretionary
$909.2M
Accounts
239

ContactClients

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HNW Individual Clients
19
AUM
$54.6M
Pension/Profit Sharing Plan Clients
239
AUM
$957M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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