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SJS INVESTMENT SERVICES
SYLVANIA, OH
419-885-2626
SEC #801-49585Total AUM
$2.9B
Employees
21Clients
1,055Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6711 MONROE ST.
BUILDING IV, SUITE A
SYLVANIA
OH 43560
United States
BUILDING IV, SUITE A
SYLVANIA
OH 43560
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
419-885-2626
Other Offices
3
Financials
Total AUM
$2.9B
Accounts
3,006Discretionary
$2.9B
Accounts
3,006Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
418AUM
$200.2M
HNW Individual Clients
462AUM
$1.9B
Pension/Profit Sharing Plan Clients
55AUM
$167.2M
Charitable Organization Clients
55AUM
$342.8M
Government Entity Clients
15AUM
$124.2M
Corporation or Business Clients
50AUM
$196M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILINMIMONCNENYOHSCTNTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.