Overview
Assets Under Management: $131 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.95
Total Client Accounts: 7
Discretionary Accounts: 7
Regulatory Filings
CRD Number: 301036
Last Filing Date: 2024-05-23 00:00:00
Website: https://jrb-capital.com