Overview
Assets Under Management: $340 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 120
Average Client Assets: $1 million
Frequently Asked Questions
SAMJO 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 #326808), SAMJO MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SAMJO MANAGEMENT, LLC is headquartered in NEW YORK, NY.
SAMJO MANAGEMENT, LLC serves 120 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, SAMJO MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
SAMJO MANAGEMENT, LLC manages $340 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, SAMJO MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.31
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 216
Discretionary Accounts: 216
Regulatory Filings
CRD Number: 326808
Last Filing Date: 2024-03-27 00:00:00
Website: https://samjocapital.com