1610 Des Peres Rd
Ste 120
St. Louis, Missouri 63131
Tel: 314-997-1277
JAG CAPITAL MANAGEMENT LLC, formally registered with the SEC as JAG CAPITAL MANAGEMENT LLC. The firm was established in 10/26/2011. They have over 4 offices throughout the country.
JAG CAPITAL MANAGEMENT LLC is a St. Louis, Missouri based Financial Planning firm with nearly $1,551,826,359 assets under management, offering retirement planning & investment advisory services to 1450 clients. The firm is staffed with 21 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159227 |
| SEC# | 801-72799 |
| Assets Managed by Firm | $1,551,826,359 |
| No. of Clients | 1450 |
| No. of Advisors | 21 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1450 | $1,551,826,359 |
| Individuals (other than high net worth individuals) | 255 | $50,213,626 |
| High net worth individuals | 246 | $376,641,951 |
| Pension and profit sharing plans | 12 | $147,059,011 |
| Charitable organizations | 85 | $567,755,044 |
| Corporations or other businesses | 33 | $147,435,153 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
| $40,337,272,573 | 14 | 27 | |
| $37,481,639,918 | 40790 | 501 |
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