Jvl Associates, LLC is a large advisory firm based in Wyoming. It manages $186.22 million of regulatory assets for 234 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Michigan.
Jvl Associates provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jvl Associates, LLC is $186.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 265% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jvl Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Jvl Associates is high net worth individuals with 25 clients and $179.88 million of assets under management. Among the 10 most similar advisory firms, Jvl Associates has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $186.22 million for 45 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Jvl Associates doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Jvl Associates, LLC performs its advisory services is located at 1535 44 Th St Sw Suite 400, Wyoming, MI 49509, 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 616-261-2800 or by fax 616-261-2866. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at jvlassociates.com.