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Building 2J.V.B. INVESTMENT COMPANY

Map pinJACKSON, MI
Phone517-787-2430
NotebookSEC #801-132181
Total AUM
$157.6M
Employees
9
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 S. JACKSON, SUITE 100
JACKSON
MI 49201
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
517-787-2430

ReceiptFinancials

Total AUM
$157.6M
Accounts
208
Discretionary
$0
Accounts
0
Non-Discretionary
$157.6M
Accounts
208

ContactClients

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Individual Clients
190
AUM
$83.4M
HNW Individual Clients
18
AUM
$74.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSRO Rule Violation
State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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