JAMES INVESTMENT RESEARCH INC

1349 Fairground Road
Xenia, Ohio 45385
Tel: 937-426-7640

About JAMES INVESTMENT RESEARCH INC

JAMES INVESTMENT RESEARCH INC, formally registered with the SEC as JAMES INVESTMENT RESEARCH INC. The firm was established in 10/02/1976. They have over 1 offices throughout the country.

JAMES INVESTMENT RESEARCH INC is a Xenia, Ohio based Financial Planning firm with nearly $1,165,234,618 assets under management, offering retirement planning & investment advisory services to 681 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110433
SEC#	801-12359
Assets Managed by Firm	$1,165,234,618
No. of Clients	681
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (RESEARCH)

Firm Client Information

	No. of Clients	AUM
Firm Total	681	$1,165,234,618
Individuals (other than high net worth individuals)	308	$96,956,475
High net worth individuals	11	$440,436,138
Pension and profit sharing plans	5	$5,649,322
Charitable organizations	12	$32,627,010
Corporations or other businesses	14	$44,323,146

More Retirement Planning firms in Xenia, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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