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Building 2JOCELYN INVESTMENT MANAGEMENT, LLC

Map pinSAN RAFAEL, CA
Phone415-256-1795
NotebookSEC #801-68392
Total AUM
$596.6M
Employees
2
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SMITH RANCH ROAD
SUITE 329
SAN RAFAEL
CA 94903
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
415-256-1795
Other Offices
1

ReceiptFinancials

Total AUM
$596.6M
Accounts
206
Discretionary
$69.8M
Accounts
50
Non-Discretionary
$526.8M
Accounts
156

ContactClients

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HNW Individual Clients
7
AUM
$17.6M
Pension/Profit Sharing Plan Clients
169
AUM
$578.2M
Corporation or Business Clients
1
AUM
$770.1K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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