JOLLIFFE CAPITAL, INC.
Total AUM
$57.8M
Employees
1Clients
374Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
308-631-4513
Financials
Total AUM
$57.8M
Accounts
374Discretionary
$55.5M
Accounts
371Non-Discretionary
$2.3M
Accounts
3
Clients
Individual Clients
371AUM
$55.5M
Pension/Profit Sharing Plan Clients
3AUM
$2.3M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CONE
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.