JT ASSET ALLOCATION LLC
Firm details
- Headquarters
- ORLAND PARK, Illinois
- CRD number
- 291390
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
JT Asset Allocation LLC is a small, privately owned investment adviser organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and operates on a discretionary basis. Its client focus is individual and family relationships rather than institutional mandates. The firm does not identify as an active ESG investor, is not positioned as a pension consultant, and is not listed as a related adviser to a larger network.
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
Asset composition
- Investment Grade Corp Bonds40%
- Exchange Traded Equities31%
- Non-Investment Grade Corp Bonds20%
- Cash & Cash Equivalents5%
- US Government Bonds4%
Owners & executives
1 of 1Mariana Sarni
Managing Member And Chief Compliance OfficerCRD 6885655
Contacts
2 of 2DAORAN ALABIN
Investment AdviserCRD 6609107
Juan Troncoso Iriarte
Financial AdvisorCRD 6885651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLAND PARK, IL
COOK
Location
ORLAND PARK, IL
Headquartered in ORLAND PARK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 10441 163rd Pl
- Time zone
- CT (UTC-6)
- Office locations
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