Jlb & Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Plymouth, MI. Its latest Form ADV filing, dated April 3, 2026, reports $893M in regulatory assets under management, 4 employees, 2 offices, and 550 accounts.
Assets Under Management
$893M
Employees
4
Offices
2 offices
Total Clients
291
Primary office
PLYMOUTH, MI
44670 ANN ARBOR RD, STE 190, PLYMOUTH, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 56.4% of total clients.
Top client categories% of clientsClients
1
HNWI
56.4%
164
2
Individuals
43.6%
127
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$893Mas of April 3, 2026
Discretionary93.9%
$838M
94% of total RAUM93.9%
Non-discretionary6.1%
$54M
6% of total RAUM6.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$893M
Total Accounts550
10Y AUM Change+$470M (+111.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee73:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.