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SJS INVESTMENT SERVICES
6711 Monroe St.
Building Iv, Suite A
Sylvania, Ohio 43560
Tel: 419-885-2626
About SJS INVESTMENT SERVICES
SJS INVESTMENT SERVICES, formally registered with the SEC as SJS INVESTMENT SERVICES. The firm was established in 07/03/1995. They have over 4 offices throughout the country.
SJS INVESTMENT SERVICES is a Sylvania, Ohio based Financial Planning firm with nearly $2,239,265,454 assets under management, offering retirement planning & investment advisory services to 2636 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107219 |
| SEC# | 801-49585 |
| Assets Managed by Firm | $2,239,265,454 |
| No. of Clients | 2636 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2636 | $2,239,265,454 |
| Individuals (other than high net worth individuals) | 388 | $173,936,242 |
| High net worth individuals | 381 | $1,380,253,170 |
| Pension and profit sharing plans | 43 | $145,770,230 |
| Charitable organizations | 38 | $263,957,113 |
| Corporations or other businesses | 41 | $156,473,901 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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