Overview
Assets Under Management: $613 million
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 54
Average Client Assets: $2.5 million
Frequently Asked Questions
JB INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146995), JB INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JB INVESTMENT MANAGEMENT, LLC is headquartered in BROOKFIELD, WI.
JB INVESTMENT MANAGEMENT, LLC serves 54 high-net-worth clients according to their SEC filing dated March 09, 2018. View client details ↓
According to their SEC Form ADV, JB INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
JB INVESTMENT MANAGEMENT, LLC manages $613 million in client assets according to their SEC filing dated March 09, 2018.
According to their SEC Form ADV, JB INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.70%
Average Client Assets: $2.5 million
Total Client Accounts: 122
Discretionary Accounts: 122
Regulatory Filings
CRD Number: 146995
Filing ID: 1175336
Last Filing Date: 2018-03-09 09:37:00