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Building 2JBJ INVESTMENT PARTNERS, LLC

Map pinCHARLESTON, SC
Phone(843) 606-3917
NotebookSEC #801-78137
Total AUM
$646.2M
Employees
4
Clients
287

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 E. BAY STREET
SUITE 305
CHARLESTON
SC 29403
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(843) 606-3917

ReceiptFinancials

Total AUM
$646.2M
Accounts
1,246
Discretionary
$603M
Accounts
1,022
Non-Discretionary
$43.2M
Accounts
224

ContactClients

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Individual Clients
137
AUM
$46.5M
HNW Individual Clients
131
AUM
$543M
Pension/Profit Sharing Plan Clients
17
AUM
$55.5M
Charitable Organization Clients
2
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTFLILLAMAMDMIMNNCNHNYOHPASCSDTXVAWAWI

HandshakeAffiliates

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

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