Overview
Assets Under Management: $158 million
Headquarters: JACKSON, MI
High-Net-Worth Clients: 18
Average Client Assets: $4.1 million
Frequently Asked Questions
J.V.B. INVESTMENT COMPANY 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 #3998), J.V.B. INVESTMENT COMPANY is subject to fiduciary duty under federal law.
J.V.B. INVESTMENT COMPANY is headquartered in JACKSON, MI.
J.V.B. INVESTMENT COMPANY serves 18 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, J.V.B. INVESTMENT COMPANY offers financial planning and portfolio management for individuals. View all service details ↓
J.V.B. INVESTMENT COMPANY manages $158 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, J.V.B. INVESTMENT COMPANY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.08%
Average Client Assets: $4.1 million
Total Client Accounts: 208
Non-Discretionary Accounts: 208
Regulatory Filings
CRD Number: 3998
Filing ID: 2052576
Last Filing Date: 2026-02-12 15:42:49