Overview
Assets Under Management: $848 million
Headquarters: PLYMOUTH, MI
High-Net-Worth Clients: 205
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.33
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 304
Discretionary Accounts: 304
Regulatory Filings
CRD Number: 104655
Last Filing Date: 2025-02-06 00:00:00
Website: https://jlbinvest.com