Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san rafael > JOCELYN INVESTMENT MANAGEMENT, LLC
JOCELYN INVESTMENT MANAGEMENT, LLC
100 Smith Ranch Road
Suite 329
San Rafael, California 94903
Tel: 415-256-1795
About JOCELYN INVESTMENT MANAGEMENT, LLC
JOCELYN INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as JOCELYN INVESTMENT MANAGEMENT, LLC. The firm was established in 11/21/2022. They have over 2 offices throughout the country.
JOCELYN INVESTMENT MANAGEMENT, LLC is a San Rafael, California based Financial Planning firm with nearly $919,687,066 assets under management, offering retirement planning & investment advisory services to 272 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323831 |
| SEC# | 801-126910 |
| Assets Managed by Firm | $919,687,066 |
| No. of Clients | 272 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 272 | $919,687,066 |
| High net worth individuals | 22 | $62,365,244 |
| Pension and profit sharing plans | 249 | $855,347,481 |
| Corporations or other businesses | 1 | $1,974,341 |
More Retirement Planning firms in San Rafael, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in San Rafael, California