Overview
Assets Under Management: $848 million
Headquarters: PLYMOUTH, MI
High-Net-Worth Clients: 205
Average Client Assets: $4 million
Frequently Asked Questions
JLB & ASSOCIATES INC 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 #104655), JLB & ASSOCIATES INC is subject to fiduciary duty under federal law.
JLB & ASSOCIATES INC is headquartered in PLYMOUTH, MI.
JLB & ASSOCIATES INC serves 205 high-net-worth clients according to their SEC filing dated November 14, 2025. View client details ↓
According to their SEC Form ADV, JLB & ASSOCIATES INC offers portfolio management for individuals. View all service details ↓
JLB & ASSOCIATES INC manages $848 million in client assets according to their SEC filing dated November 14, 2025.
According to their SEC Form ADV, JLB & ASSOCIATES INC serves high-net-worth individuals. View client details ↓
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
Filing ID: 2026530
Last Filing Date: 2025-11-14 11:34:21
Website: 1