JJ INVESTMENT COMPANY
Total AUM
$31.9M
Employees
1Clients
7Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
631-704-3586
Financials
Total AUM
$31.9M
Accounts
31Discretionary
$31.9M
Accounts
31Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
6AUM
$30.3M
Charitable Organization Clients
1AUM
$1.6M
Services
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
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.