JLB & ASSOCIATES INC

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

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 Status	Approved
Firm CRD#	104655
SEC#	801-19434
Assets Managed by Firm	$848,371,675
No. of Clients	304
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	304	$848,371,675
Individuals (other than high net worth individuals)	99	$31,152,857
High net worth individuals	205	$817,218,818

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