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Building 2JLB & ASSOCIATES INC

Map pinPLYMOUTH, MI
Phone734-454-9191
NotebookSEC #801-19434
Total AUM
$892.7M
Employees
4
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44670 ANN ARBOR RD, STE 190
PLYMOUTH
MI 48170-4088
United States
Operating Hours
8:30 - 4:00
Monday - Friday
Phone
734-454-9191
Other Offices
2

ReceiptFinancials

Total AUM
$892.7M
Accounts
550
Discretionary
$838.3M
Accounts
523
Non-Discretionary
$54.4M
Accounts
27

ContactClients

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Individual Clients
127
AUM
$63.2M
HNW Individual Clients
164
AUM
$829.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMIOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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