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Building 2JAMES CAPITAL ALLIANCE INC

Map pinXENIA, OH
Phone937-429-7384
NotebookSEC #801-42655
Total AUM
$274.3M
Employees
7
Clients
1,032

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1349 FAIRGROUND ROAD
XENIA
OH 45385-9514
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
937-429-7384

ReceiptFinancials

Total AUM
$274.3M
Accounts
1,032
Discretionary
$263.4M
Accounts
980
Non-Discretionary
$10.9M
Accounts
52

ContactClients

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Individual Clients
927
AUM
$217.2M
HNW Individual Clients
23
AUM
$34.3M
Pension/Profit Sharing Plan Clients
6
AUM
$3.5M
Charitable Organization Clients
7
AUM
$1.1M
Corporation or Business Clients
15
AUM
$5.6M
Other Clients
54
AUM
$12.7M
Description of Other Clients
RELIGIOUS / UMA

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGAIAILINKYLAMDMIMONCNENJNVNYOHOKPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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