J W English Investment Management Services LLC
Firm details
- Headquarters
- ,
- CRD number
- 156731
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
J W English Investment Management Services LLC is a small, individually owned investment adviser organized as an LLC that serves individuals and families. Its advisory work centers on portfolio management for individuals and small businesses, and its business activities and industry affiliation are listed as accountant. The firm charges clients a fee based on a percentage of assets under management, operates as a single-state adviser, and reports no ESG focus, pension consulting, or related-adviser arrangements. Filings show the firm is fully discretionary in its management approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1John English
Managing MemberCRD 1079891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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