Jlb & Associates Inc
● SEC registered since 1983CRD 104655SEC# 801-19434Plymouth, MI
Reg. AUM
$892.7M
Employees
4
Accounts
550
Location
Plymouth, MI
About Jlb & Associates
JLB & Associates is a registered investment adviser offering custom portfolio management tailored to each client's investment objectives. It has an experienced advisory practice with an articulated investment philosophy and custody options including Schwab and RBC.
Summary based on the firm’s website.
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, monthlyOct '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$892.7Mregulatory AUM
Discretionary $838.3MNon-discretionary $54.4M