Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > newport beach > JRL CAPITAL ADVISORS LLC
JRL CAPITAL ADVISORS LLC
17 Corporate Plaza Dr
2nd Floor
Newport Beach, California 92660
Tel: 949-650-2928
About JRL CAPITAL ADVISORS LLC
JRL CAPITAL ADVISORS LLC, formally registered with the SEC as JRL CAPITAL ADVISORS LLC. The firm was established in 01/11/2000. They have over 1 offices throughout the country.
JRL CAPITAL ADVISORS LLC is a Newport Beach, California based Financial Planning firm with nearly $104,698,538 assets under management, offering retirement planning & investment advisory services to 302 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108162 |
| SEC# | 801-57158 |
| Assets Managed by Firm | $104,698,538 |
| No. of Clients | 302 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 302 | $104,698,538 |
| Individuals (other than high net worth individuals) | 26 | $1,642,264 |
| High net worth individuals | 272 | $54,442,071 |
| Pension and profit sharing plans | 3 | $9,267,716 |
| Corporations or other businesses | 1 | $39,346,487 |
More Retirement Planning firms in Newport Beach, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Newport Beach, California