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Home > Retirement Planners > michigan > troy > J2 CAPITAL MANAGEMENT, INC.
J2 CAPITAL MANAGEMENT, INC.
1301 W Long Lake Rd
Suite 260
Troy, Michigan 48098
Tel: 248-641-4444
About J2 CAPITAL MANAGEMENT, INC.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (SUBADVISER FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| 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 |
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|---|---|---|---|
| $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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