Overview
Assets Under Management: $251 million
Headquarters: ROCKY MOUNT, NC
High-Net-Worth Clients: 220
Average Client Assets: $0.9 million
Frequently Asked Questions
JOLLEY ASSET 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 #113600), JOLLEY ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JOLLEY ASSET MANAGEMENT, LLC is headquartered in ROCKY MOUNT, NC.
JOLLEY ASSET MANAGEMENT, LLC serves 220 high-net-worth clients according to their SEC filing dated November 28, 2018. View client details ↓
According to their SEC Form ADV, JOLLEY ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
JOLLEY ASSET MANAGEMENT, LLC manages $251 million in client assets according to their SEC filing dated November 28, 2018.
According to their SEC Form ADV, JOLLEY ASSET MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 220
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.44%
Average Client Assets: $0.9 million
Total Client Accounts: 362
Discretionary Accounts: 362
Regulatory Filings
CRD Number: 113600
Filing ID: 1253696
Last Filing Date: 2018-11-28 10:35:00