JLB & Associates Inc

RIASEC RegisteredEst. 1983

Total AUM

$893M

Discretionary

$838M

94% of AUM

Avg account

$1.6M

Accounts

550

Employees

4

Advisory reps

3

Firm details

Headquarters: Plymouth, Michigan
CRD number: 104655
Registered since: July 27, 1983
Website: jlbinvest.com
Custodians: CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM
Client types: HNWI92.93%
Individuals7.07%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

JLB & Associates Inc is an independent, owner-operated registered investment adviser established in 1983 that provides fee-based portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and serves primarily individual and family clients. It does not position itself as a multi-state adviser, does not emphasize ESG investing, and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities92%
Cash & Cash Equivalents4%
Investment Grade Corp Bonds2%
Public Funds/Mutual Funds1%

Contacts

3 of 3

James Bashaw
PresidentCRD 4907540
Tyler Bashaw
Portfolio AnalystCRD 6908981
Christopher Szydlowski
Senior Vice PresidentCRD 5771727

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Plymouth, MI

Wayne

Location

Plymouth, MI

Headquartered in Plymouth, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area: Detroit-Warren-Ann Arbor, MI
Region: Midwest
County: Wayne
Address: 44670 Ann Arbor Rd W
Time zone: ET (UTC-5)
Office locations

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