Sjs Investment Services
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Overview
Sjs Investment Services operates as an advisory company located in Sylvania, Ohio. It controls $2.0 billion in assets under management across 2,470 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). Sjs Investment Services has a small group, including 15 financial advisors. Sjs Investment Services does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like stocks, options and bonds.
Sjs Investment Services administers all of the company's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by an investment advisor without requiring the customer's authorization. The company administers an average of $821,413 for every client account. The average financial advisor at Sjs Investment Services administers about 165 client accounts.
The company's central office is at 6711 Monroe St., Sylvania, Ohio 43560. Sjs Investment Services is legally allowed to provide services to customers across 13 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sjs Investment Services by the Numbers
$2.0 billion
17
2,470
$821.4 thousand
Products and Services
Sjs Investment Services offers a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. In the past fiscal year, it provided financial planning services to 251-500 of its customers. The company is engaged in selling products or offering services other than investment advisory services to its clients. Sjs Investment Services is affiliated with a number of other companies in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees depend on the services offered. However, fee types billed by Sjs Investment Services likely are comprised of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Sjs Investment Services.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Sjs Investment Services works with a number of different customers. Sjs Investment Services provides services to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 2,470 clients, Sjs Investment Services's largest client type by number of accounts is high net worth investors, but it also caters to 387 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 43.1%
- Other Individuals - 41.98%
- Corporations - 10.8%
- Charitable Organizations - 4.12%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sjs Investment Services does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sjs Investment Services
Chicago, IL
Sylvania, OH
Gilbert, AZ
Sylvania, OH
Sylvania, OH
Sylvania, OH
Sylvania, OH
Phoenix, AZ
Sylvania, OH
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