JHL INVESTMENT FIRM INC
Firm details
- Headquarters
- WESTMINSTER, California
- CRD number
- 298362
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JHL Investment Firm Inc. is a corporate-structured advisory and insurance broker platform owned by an individual. The firm combines insurance brokerage with financial planning and portfolio management services targeted at individuals and small businesses. Its stated fee arrangements include both percentage-of-AUM billing and fixed-fee engagements. JHL is not designated as a multi-state adviser, is not marketed as a pension consultant, and does not list itself as a capital allocator or an active ESG investor. The year it registered with the SEC is not indicated.
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 1Loc Tran
Investment Advisor RepresentativeCRD 6997670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTMINSTER, CA
ORANGE
Location
WESTMINSTER, CA
Headquartered in WESTMINSTER, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 9042 Garden Grv Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
SAPPHIRE WEALTH ADVISORY
RIAWESTMINSTER, CA
CRIMSON INVESTMENT MANAGERS, LLC
RIAWESTMINSTER, CA
D.A. FLOWERS & COMPANY, LLC
RIABERKELEY, CA
HCR WEALTH ADVISORS
RIALos Angeles, CA
LASALLE DEBT INVESTORS, INC.
RIALos Angeles, CA
ROSEMAN WAGNER WEALTH MANAGEMENT
RIAROCKLIN, CA