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Building 2JRL CAPITAL ADVISORS LLC

Map pinNEWPORT BEACH, CA
Phone949-650-2928
NotebookSEC #801-57158
Total AUM
$104.7M
Employees
3
Clients
302

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17 CORPORATE PLAZA DR
2ND FLOOR
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00AM 4:00PM
Monday - Friday
Phone
949-650-2928

ReceiptFinancials

Total AUM
$104.7M
Accounts
302
Discretionary
$0
Accounts
0
Non-Discretionary
$104.7M
Accounts
302

ContactClients

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Individual Clients
26
AUM
$1.6M
HNW Individual Clients
272
AUM
$54.4M
Pension/Profit Sharing Plan Clients
3
AUM
$9.3M
Corporation or Business Clients
1
AUM
$39.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILNV

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

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