J&M INVESTMENTS, LLC
Firm details
- Headquarters
- MANCHESTER, New Hampshire
- CRD number
- 317797
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
J&M Investments, LLC operates as a limited liability company focused on investment activities and manager allocations. The firm is classified as unclassified and serves as a capital allocator, primarily engaging in the selection of other advisers. While it does not identify as an active ESG investor, its investment strategy revolves around utilizing third-party external fund managers, particularly in the realm of alternative investments. The firm does not have a multi-state presence and is not newly formed, indicating a level of stability in its operations.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Michelle Roberge
Managing PartnerCRD 7480850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MANCHESTER, NH
HILLSBOROUGH
Location
MANCHESTER, NH
Headquartered in MANCHESTER, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- HILLSBOROUGH
- Address
- 16 Salmon St
- Time zone
- ET (UTC-5)
- Office locations
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