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Building 2J.P. MORGAN INSTITUTIONAL INVESTMENTS

Map pinNEW YORK, NY
Phone212-648-0882
NotebookSEC #801-64031
Total AUM
$13.6B
Employees
9
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
270 PARK AVENUE
NEW YORK
NY 10017
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
212-648-0882

ReceiptFinancials

Total AUM
$13.6B
Accounts
116,242
Discretionary
$13.6B
Accounts
116,242
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SET UP FEE, DEVELOPMENT FEE, EDUCATION MEETING FEES

Shield checkCompliance

Disclosures
Court Violation FindingOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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

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