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Jlb & Associates Inc

● SEC registered since 1983CRD 104655SEC# 801-19434Plymouth, MI
Export (members)
Reg. AUM
$848.4M
Employees
5
Accounts
304
Location
Plymouth, MI

Jlb & Associates Inc assets under management

Jlb & Associates Inc is a registered investment adviser overseen by the SEC based in Plymouth, MI. The firm has been registered since 1983. It reports $848.4 million in regulatory assets under management and employs 5 people.
www.jlbinvest.comView on SEC.gov ↗

Jlb & Associates Inc owners & executives

3 reported
NameTitleOwnershipSince
Christopher Ralph Szydlowski ControlSenior Vice PresidentUnder 5%2017
Dorothy Elva Bashaw ControlTreasurerUnder 5%1993
James Edward Bashaw ControlPresident, Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Jlb & Associates Inc manage?

Jlb & Associates Inc reports $848.4 million in regulatory assets under management on its Form ADV.

How many employees does Jlb & Associates Inc have?

Jlb & Associates Inc reports 5 employees.

Where is Jlb & Associates Inc located?

Jlb & Associates Inc is based in Plymouth, MI and has been SEC-registered since 1983.

Does Jlb & Associates Inc disclose fund performance?

Jlb & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address44670 Ann Arbor Rd, Ste 190, Plymouth, MI 48170-4088
Phone734-454-9191
Fax734-454-9194
Office hours8:30 - 4:00
SEC regionChicago Regional Office (CHRO)
CIK1085227
Discloses disciplinary historyNo

Assets under management

Discretionary$848.4M
Non-discretionary$0
Total (RAUM)$848.4M