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Building 2JJ INVESTMENT COMPANY

Map pin
Phone631-704-3586
NotebookSEC #801-68933
Total AUM
$31.9M
Employees
1
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
631-704-3586

ReceiptFinancials

Total AUM
$31.9M
Accounts
31
Discretionary
$31.9M
Accounts
31
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
6
AUM
$30.3M
Charitable Organization Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
DIVORCE FINANCIAL ANALYSIS / INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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