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Building 2JB INVESTMENT MANAGEMENT, LLC

Map pinBROOKFIELD, WI
Phone262.439.2100
NotebookSEC #801-69085
Total AUM
$613.2M
Employees
4
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13890 BISHOPS DRIVE
SUITE 350
BROOKFIELD
WI 53005
United States
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Phone
262.439.2100

ReceiptFinancials

Total AUM
$613.2M
Accounts
122
Discretionary
$613.2M
Accounts
122
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.5M
HNW Individual Clients
54
AUM
$133.1M
Pension/Profit Sharing Plan Clients
11
AUM
$184.3M
Charitable Organization Clients
9
AUM
$56.9M
Insurance Company Clients
1
AUM
$213M
Corporation or Business Clients
1
AUM
$24.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUB-ADVISORY SERVICES TO UNAFFILIATED INVESTMENT MANAGERS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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