John James Asset Management, LLC is a large advisory firm based in North Massapequa. It manages $27.53 million of regulatory assets for 262 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida and New York.
John James Asset Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of John James Asset Management, LLC is $27.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay John James Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where John James Asset Management, LLC performs its advisory services is located at 36 West Drive, North Massapequa, NY 11758, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-249-0060 or by fax 516-249-0055. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.