JB INVESTMENT MANAGEMENT, LLC
CRD #146995 SEC #801-69085 BROOKFIELD, WI 262.439.2100
SEC Registered
Total AUM
$613.2M
Discretionary
$613.2M
Employees
4
Clients
--
Accounts
122
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $613.2M | $613.2M | $0 | 4 | 1 |
| Mar 2017 | $574.4M | $574.4M | $0 | 4 | 26 |
| Mar 2016 | $593.9M | $593.9M | $0 | 4 | 26 |
| Feb 2015 | $615M | $615M | $0 | 4 | 26 |
| Feb 2014 | $551.1M | $551.1M | $0 | 4 | 26 |
| Feb 2013 | $568.1M | $568.1M | $0 | 4 | 100 |
| Feb 2012 | $510.8M | $510.8M | $0 | 1 | 104 |
| Feb 2011 | $524M | $524M | $0 | 5 | -- |
| Feb 2009 | $413M | $413M | $0 | 5 | -- |
DateMar 2018
Total AUM$613.2M
Discretionary$613.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$574.4M
Discretionary$574.4M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$593.9M
Discretionary$593.9M
Non-Disc.$0
Employees4
Clients26
DateFeb 2015
Total AUM$615M
Discretionary$615M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$551.1M
Discretionary$551.1M
Non-Disc.$0
Employees4
Clients26
DateFeb 2013
Total AUM$568.1M
Discretionary$568.1M
Non-Disc.$0
Employees4
Clients100
DateFeb 2012
Total AUM$510.8M
Discretionary$510.8M
Non-Disc.$0
Employees1
Clients104
DateFeb 2011
Total AUM$524M
Discretionary$524M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$413M
Discretionary$413M
Non-Disc.$0
Employees5
Clients--