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J2 CAPITAL MANAGEMENT, INC.

1301 W Long Lake Rd
Suite 260
Troy, Michigan 48098
Tel: 248-641-4444

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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 StatusApproved
Firm CRD#152964
SEC#801-107928
Assets Managed by Firm$163,343,220
No. of Clients919
No. of Advisors3

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 ClientsAUM
Firm Total919$163,343,220
Individuals (other than high net worth individuals)153$53,308,249
High net worth individuals60$99,589,950
Pension and profit sharing plans1$1,386,412
Other investment advisers1$8,996,015
Corporations or other businesses1$62,594

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