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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 $161,401,813 assets under management, offering retirement planning & investment advisory services to 1134 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$161,401,813
No. of Clients1134
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other(SUBADVISER FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total1134$161,401,813
Individuals (other than high net worth individuals)166$59,113,251
High net worth individuals51$86,209,051
Pension and profit sharing plans2$2,940,938
Other investment advisers131$13,098,380
Corporations or other businesses1$40,193

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