RIA Intelligence

JT ASSET ALLOCATION LLC

CRD #291390 SEC #801-117117 FRANKFORT, IL 312-618-9298
SEC Registered
Total AUM
$5.3M
Discretionary
$5.3M
Employees
1
Clients
--
Accounts
15

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Troncoso Iriarte, Juan, ManuelIMEMBERNA Control
Troncoso Iriarte, Juan, ManuelIMEMBERNA Control
Troncoso Iriarte, Juan, ManuelIMEMBERNA Control
Troncoso Iriarte, Juan, ManuelIMEMBERNA Control
Troncoso Iriarte, Juan, ManuelIMEMBERNA Control
Sarni, Mariana, InesIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
Sarni, Mariana, InesIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
Sarni, Mariana, InesIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
Sarni, Mariana, InesIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
Sarni, Mariana, InesIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 30, 2022 REGISTERED

Notice Filings (1)

MI

Address

22809 S MUSTANG ROAD
FRANKFORT, IL 60423
United States
Phone: 312-618-9298