Jennings Investment Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 154389
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.13%
- Individuals21.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersMarket Timing Services
Firm profile
FINTRXOverview
Jennings Investment Group, Inc. is a small, fee-based registered adviser that focuses on portfolio management for individuals, small businesses and institutions. The firm charges a percentage of assets under management and acts as a capital allocator, selecting third‑party managers when appropriate. Its stated advisory activities include discretionary and non‑discretionary portfolio management, selection of other advisers and market‑timing services. Jennings favors liquid, exchange‑traded securities as the backbone of client portfolios and reports an equity preference rather than an emphasis on fixed income or cash management. The firm does not identify as an active ESG investor and operates primarily as a single‑state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents24%
Owners & executives
1 of 1Brice Jennings
Chief Investment OfficerCRD 2800911
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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