Sjs Investment Consulting Inc (Sylvania)

Name: Sjs Investment Consulting Inc
Address: 6711 Monroe St,Building 4,Suite A, Sylvania, OH, 43560
Telephone: 419-885-2626

Sjs Investment Consulting Inc is a large advisory firm based in Sylvania. It manages $1.87 billion of regulatory assets for 2,061 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 7 other states.

Sjs Investment Consulting provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sjs Investment Consulting: assets under management

The assets under management (AUM) of Sjs Investment Consulting Inc is $1.87 billion. The firm's AUM has grown by 363% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.66 billion in discretionary accounts and $212.08 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $806.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.56 million.

Sjs Investment Consulting has custody of $75.04 million in cash and securities for 61 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 85% of the total AUM. The second-largest asset type is government bonds, which make up 6% of the firm’s portfolio. Investments in exchange traded securities form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sjs Investment Consulting Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kevin Thomas Kelly serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Kevin Thomas Kelly is high net worth individuals with 295 clients and $646.65 million of assets under management. Among the 11 most similar advisory firms, Sjs Investment Consulting has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.87 billion for 726 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sjs Investment Consulting doesn't advise any private funds.

Careers at Sjs Investment Consulting Inc

The company employs 15 people that are either part- or full-time employees. 87 percent of the employees work as investment advisers or researchers. 13 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Kevin Thomas Kelly has been acting as President since 1 Mar 2008. Beverly Jean Langley joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott John Savage	President	1 Jun 1995	75% - 100%	1534598
Kevin Thomas Kelly	Managing director	1 Jan 2000	Other	4154606
Scott Savage Trust	Scott savage, trustee	1 Dec 2004	25% - 50%	xxx-xx-xxxx
Julia Savage Trust	Julia savage, trustee	1 Dec 2004	25% - 50%	xxx-xx-xxxx
Beverly Jean Langley	Chief compliance officer	1 Sep 2006	Other	1195340
Scott John Savage	Chief executive officer	1 Mar 2008	Other	1534598
Kevin Thomas Kelly	President	1 Mar 2008	Other	4154606

Based in Sylvania

The principal office where Sjs Investment Consulting Inc performs its advisory services is located at 6711 Monroe St,Building 4,Suite A, Sylvania, OH 43560, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-885-2626 or by fax 419-885-2236. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at sjsinvest.com.