Sjk Investment Management LLC (Greensboro)

Name: Sjk Investment Management LLC
Address: 303 Pisgah Church Rd., Greensboro, NC, 27455
Telephone: 336-285-5331

Sjk Investment Management LLC is a large advisory firm based in Greensboro. It manages $77.92 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2009.

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

Sjk Investment Management: assets under management

The assets under management (AUM) of Sjk Investment Management LLC is $77.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $77.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.99 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sjk Investment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sjk Investment Management LLC

Michael Matt Fontenot joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stanley John Kowalewski	Chief executive officer	1 Jun 2009	75% - 100%	2663304
Michael Fulcher	Chief compliance officer	1 Jul 2009	Other	5684369
Michael John Fulcher	Managing member / chief compliance officer	1 Jul 2009	Other	5684369
Michael Matt Fontenot	Chief compliance officer	1 Mar 2010	Other	4399876

Based in Greensboro

The principal office where Sjk Investment Management LLC performs its advisory services is located at 303 Pisgah Church Rd., Greensboro, NC 27455, 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 336-285-5331 or by fax 336-285-5343. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.sjkinvest.com.