JULEX CAPITAL MANAGEMENT

209 West Central Street
Suite 314
Natick, Massachusetts 01760
Tel: 781-489-5279

About JULEX CAPITAL MANAGEMENT

JULEX CAPITAL MANAGEMENT, formally registered with the SEC as JULEX CAPITAL MANAGEMENT. The firm was established in 10/28/2015. They have over 1 offices throughout the country.

JULEX CAPITAL MANAGEMENT is a Natick, Massachusetts based Financial Planning firm with nearly $335,703,957 assets under management, offering retirement planning & investment advisory services to 1611 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166053
SEC#	801-106823
Assets Managed by Firm	$335,703,957
No. of Clients	1611
No. of Advisors	3

Fee Structure

A percentage of AUM
Other (% OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (MODEL PROVIDER)

Firm Client Information

	No. of Clients	AUM
Firm Total	1611	$335,703,957
Individuals (other than high net worth individuals)	24	$1,487,709
Other investment advisers	1587	$334,216,248

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