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Building 2JKMILNE ASSET MANAGEMENT

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Phone239-936-3430
NotebookSEC #801-63470
Total AUM
$704.7M
Employees
5
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM-5:00 PM EST
Monday - Friday
Phone
239-936-3430
Other Offices
1

ReceiptFinancials

Total AUM
$704.7M
Accounts
11
Discretionary
$704.7M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
2
AUM
$81.9M
Charitable Organization Clients
2
AUM
$610.1M
Investment Advisor Clients
1
AUM
$12.8M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther Services
Other Services
CONSULTING AND SUB-ADVISORY SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCPA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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