Juth Investment Advisory
Firm details
- Headquarters
- ,
- CRD number
- 337572
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Ruth Grogan
Managing PartnerCRD 7615326

Jonathan Grogan
Managing PartnerCRD 6638092
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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