Feedback
Share
Link
Link copied!
Fund Codex
JJ Investment Company
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

JJ Investment Company Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
, nan
$31.2 million AUM
1 office

JJ Investment Company is based in , nan and has $31.2 million in assets under management.

Location

, nan
$31.2 million
AUM
1
Employees
AUM Share
Link
Link copied!
Back to Top
$31,154,228
Assets under management
31 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 6 $29,475,033 95% $4,912,506
Charitable organizations 1 $1,679,195 5% $1,679,195
Employees Share
Link
Link copied!
Back to Top
1
Employees
1
Investment analysts
100% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$31,154,228
Assets under management
$31,154,228
AUM per employee
$31,154,228
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

JJ Investment Company makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

JJ Investment Company provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Divorce financial analysis / investment consulting
Firm data Share
Link
Link copied!
CRD number 140,868
SEC number 801-68933
Legal structure Corporation
Legal governance Delaware, United States
Latest ADV filing date February 28, 2020

Additional Funds

See all...
NS Partners LTD
Fund: $2,543,541,141
Dudley Capital Management LLC
Fund: $116,437,806
XA Investments
Fund: $137,857,044
Bonfire Ventures
Fund: Under $1 billion
Spanos Barber Jesse & Co.
Fund: Under $1 billion
Delbrook Capital Advisors Inc.
Fund: Under $1 billion
Yukon Wealth Management, Inc.
Fund: $217,204,083
G2 Capital Management, LLC
Fund: $242,013,640
Cartesian Capital Group
Fund: $1,645,293,722
Metalmark Management LLC
Fund: $2,813,105,000

More Funds

See all...

All of Fund Codex

See all...

Similar Funds to JJ Investment Company

See all...
Plutus Investment Management Company
Fund: Under $1 billion
Adelie Investment Management Company
Fund: Under $1 billion
J.J. Burns & Company
Fund: $471,306,376
The Ayco Company,L.P.
Fund: $12,758,157,752
J.F. Lehman and Company LLC
Fund: $2,829,899,000
Nippon Investment Company
Fund: Under $1 billion
JJ Investment Company
Fund: $31,154,228
Nexus Investment Company, LLC
Fund: Under $1 billion