RIA Intelligence

JBJ INVESTMENT PARTNERS, LLC

CRD #165294 SEC #801-78137 CHARLESTON, SC (843) 606-3917
SEC Registered
Total AUM
$646.2M
Discretionary
$603M
Employees
4
Clients
251
Accounts
1,246

AUM Over Time

DateMay 2021
Total AUM$646.2M
Discretionary$603M
Non-Disc.$43.2M
Employees4
Clients0
DateMar 2021
Total AUM$646.2M
Discretionary$603M
Non-Disc.$43.2M
Employees4
Clients0
DateJun 2020
Total AUM$589.4M
Discretionary$540.1M
Non-Disc.$49.3M
Employees5
Clients0
DateApr 2020
Total AUM$589.4M
Discretionary$540.1M
Non-Disc.$49.3M
Employees5
Clients0
DateMar 2020
Total AUM$589.4M
Discretionary$540.1M
Non-Disc.$49.3M
Employees5
Clients0
DateMar 2019
Total AUM$513.4M
Discretionary$463.8M
Non-Disc.$49.7M
Employees3
Clients0
DateMar 2018
Total AUM$506.2M
Discretionary$450.2M
Non-Disc.$56M
Employees4
Clients0
DateMar 2017
Total AUM$432.8M
Discretionary$363.9M
Non-Disc.$68.9M
Employees5
Clients1
DateJun 2016
Total AUM$324.3M
Discretionary$324.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2016
Total AUM$324.3M
Discretionary$324.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2016
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees4
Clients0
DateDec 2015
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2015
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2015
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2015
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2015
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2015
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2015
Total AUM$290.4M
Discretionary$290.4M
Non-Disc.$0
Employees1
Clients0
DateSep 2014
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients0
DateSep 2014
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients0
DateMar 2014
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients0
DateMay 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients0
DateMay 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients0