1301 W Long Lake Rd
Suite 260
Troy, Michigan 48098
Tel: 248-641-4444
J2 CAPITAL MANAGEMENT, INC, formally registered with the SEC as J2 CAPITAL MANAGEMENT, INC. The firm was established in 06/02/2016. They have over 2 offices throughout the country.
J2 CAPITAL MANAGEMENT, INC. is a Troy, Michigan based Financial Planning firm with nearly $163,343,220 assets under management, offering retirement planning & investment advisory services to 919 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 152964 |
SEC# | 801-107928 |
Assets Managed by Firm | $163,343,220 |
No. of Clients | 919 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 919 | $163,343,220 |
Individuals (other than high net worth individuals) | 153 | $53,308,249 |
High net worth individuals | 60 | $99,589,950 |
Pension and profit sharing plans | 1 | $1,386,412 |
Other investment advisers | 1 | $8,996,015 |
Corporations or other businesses | 1 | $62,594 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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