Jlb & Associates Inc
● SEC registered since 1983CRD 104655SEC# 801-19434Plymouth, MI
Reg. AUM
$892.7M
Employees
4
Accounts
550
Location
Plymouth, MI
Jlb & Associates Inc assets under management
Jlb & Associates Inc is a registered investment adviser overseen by the SEC based in Plymouth, MI. The firm has been registered since 1983. It reports $892.7 million in regulatory assets under management and employs 4 people.
Jlb & Associates Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Ralph Szydlowski Control | Senior Vice President | Under 5% | 2017 |
| James Edward Bashaw Control | President, Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Jlb & Associates Inc manage?
Jlb & Associates Inc reports $892.7 million in regulatory assets under management on its Form ADV.
How many employees does Jlb & Associates Inc have?
Jlb & Associates Inc reports 4 employees.
Where is Jlb & Associates Inc located?
Jlb & Associates Inc is based in Plymouth, MI and has been SEC-registered since 1983.
Does Jlb & Associates Inc disclose fund performance?
Jlb & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 44670 Ann Arbor Rd, Ste 190, Plymouth, MI 48170-4088 |
| Phone | 734-454-9191 |
| Fax | 734-454-9194 |
| Office hours | 8:30 - 4:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1085227 |
| Discloses disciplinary history | No |
Regulatory AUM
$892.7M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$892.7Mregulatory AUM
Discretionary $838.3MNon-discretionary $54.4M