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JLB & ASSOCIATES INC

44670 Ann Arbor Rd, Ste 190
Plymouth, Michigan 48170-4088
Tel: 734-454-9191

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About JLB & ASSOCIATES INC

JLB & ASSOCIATES INC, formally registered with the SEC as JLB & ASSOCIATES INC. The firm was established in 07/27/1983. They have over 2 offices throughout the country.

JLB & ASSOCIATES INC is a Plymouth, Michigan based Financial Planning firm with nearly $848,371,675 assets under management, offering retirement planning & investment advisory services to 304 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104655
SEC#801-19434
Assets Managed by Firm$848,371,675
No. of Clients304
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total304$848,371,675
Individuals (other than high net worth individuals)99$31,152,857
High net worth individuals205$817,218,818

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