JLB & Associates is an investment advisor in Plymouth with $824.13 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
382485344
SEC advisor number
801-19434
FINRA CRD number
104655
AUM ?
$823.47 mm
(as of 22 Jan 24)
Accounts
305
(as of 22 Jan 24)
Employees
5
(3 investment advisory or research)
Address
JLB & Associates
44670 ANN ARBOR RD, STE 190
PLYMOUTH
MI 48170
44670 ANN ARBOR RD, STE 190
PLYMOUTH
MI 48170
Phone
7344549191
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22