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Building 2JRM INVESTMENT COUNSEL.

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Phone402-884-3737
NotebookSEC #801-65892
Total AUM
$649.4M
Employees
3
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30-4:00
Monday - Friday
Phone
402-884-3737

ReceiptFinancials

Total AUM
$649.4M
Accounts
219
Discretionary
$649.4M
Accounts
219
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$5.2M
HNW Individual Clients
54
AUM
$284.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$358.7M
Other Clients
1
AUM
$94.7K
Description of Other Clients
FAMILY LIMITED PARTNERSHIP

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IANETX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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