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Jik Investment Services Inc (Miami Lakes)


Jik Investment Services Inc is a related adviser based in Miami Lakes. It manages $14 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2004.

Jik Investment Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jik Investment Services: assets under management

The assets under management (AUM) of Jik Investment Services Inc is $14 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jik Investment Services Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jay I Kislak Partner 1 Oct 1950 25% - 50% 4749963
Louis H Meyer Trustee 1 Oct 2000 25% - 50% 4750094

Based in Miami Lakes

The principal office where Jik Investment Services Inc performs its advisory services is located at 7900 Miami Lakes Drive West, Miami Lakes, FL 33016, 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 305-364-4118 or by fax 305-894-3205. The normal business hours are 8a-7p on Monday - Friday.


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