Juth Investment Advisory

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
337572
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Juth Investment Advisory operates as a privately owned limited liability company that provides financial planning and discretionary portfolio management focused on individuals and small businesses. The firm charges clients via a mix of asset-based fees and fixed-fee arrangements and identifies itself as an active ESG investor. Its regulatory footprint does not indicate a multi-state advisory practice; the business appears structured around direct client relationships rather than acting as a large-scale allocator to other managers. Juth emphasizes client-facing advisory work—financial planning and investment management—rather than institutional consulting or pension advisory services. The firm’s owner structure is individual ownership, which typically aligns with a hands-on, boutique approach to client service and portfolio construction.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Ruth Grogan

    Ruth Grogan

    Managing PartnerCRD 7615326

  • Jonathan Grogan

    Jonathan Grogan

    Managing PartnerCRD 6638092

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth