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 $161,401,813 assets under management, offering retirement planning & investment advisory services to 1134 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 152964 |
SEC# | 801-107928 |
Assets Managed by Firm | $161,401,813 |
No. of Clients | 1134 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1134 | $161,401,813 |
Individuals (other than high net worth individuals) | 166 | $59,113,251 |
High net worth individuals | 51 | $86,209,051 |
Pension and profit sharing plans | 2 | $2,940,938 |
Other investment advisers | 131 | $13,098,380 |
Corporations or other businesses | 1 | $40,193 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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