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Building 2JOLLIFFE CAPITAL, INC.

Map pin
Phone308-631-4513
NotebookSEC #801-67488
Total AUM
$57.8M
Employees
1
Clients
374

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
308-631-4513

ReceiptFinancials

Total AUM
$57.8M
Accounts
374
Discretionary
$55.5M
Accounts
371
Non-Discretionary
$2.3M
Accounts
3

ContactClients

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Individual Clients
371
AUM
$55.5M
Pension/Profit Sharing Plan Clients
3
AUM
$2.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONE

HandshakeAffiliates

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

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