Jemico, Incorporated (Draper)

Name: Jemico, Incorporated
Address: 11650 S. State Street, Draper, UT, 84020
Telephone: 801-567-3096

Jemico, Incorporated is a large advisory firm based in Draper. It manages $75.29 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Utah.

Jemico, Incorporated provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jemico, Incorporated: assets under management

The assets under management (AUM) of Jemico, Incorporated is $75.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $75.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.82 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jemico, Incorporated for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jemico, Incorporated

William Collings has been acting as President since 1 Jun 1998. Brett J Mendenhall joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Collings	Secretary/director	1 Jun 1998	Other	4522312
Jeffrey Howard Collings	Chief compliance officer	1 Jul 1999	50% - 75%	4490784
Mark C. Marshall	Director	1 Jun 2003	Other	4746671
Bret Jenkins	Shareholder	1 Jan 2007	Other	4679421
Merwin Rasmussen	Shareholder	1 Jan 2007	Other	5479263
Brett J Mendenhall	Chief compliance officer	1 Apr 2008	Other	5520684

Based in Draper

The principal office where Jemico, Incorporated performs its advisory services is located at 11650 S. State Street, Draper, UT 84020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-567-3096 or by fax 801-553-0247. The normal business hours are 7:30 a.m. - 3:00 p.m. mst on Monday - Friday. You can find more information about the New York firm at www.jemico.com.