Jvl Associates, LLC (Wyoming)

Name: Jvl Associates, LLC
Address: 1535 44 Th St Sw Suite 400, Wyoming, MI, 49509
Telephone: 616-261-2800

Jvl Associates, LLC is a large advisory firm based in Wyoming. It manages $186.22 million of regulatory assets for 234 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Michigan.

Jvl Associates provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jvl Associates: assets under management

The assets under management (AUM) of Jvl Associates, LLC is $186.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 265% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $186.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $795.81 thousand each.

Jvl Associates has custody of $96.02 million in cash and securities for 30 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 37% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 18% of the firm’s portfolio. Investments in government bonds form 17% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jvl Associates, 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.

What kind of clients Jvl Associates serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Jvl Associates is high net worth individuals with 25 clients and $179.88 million of assets under management. Among the 10 most similar advisory firms, Jvl Associates has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $186.22 million for 45 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.

Jvl Associates doesn't advise any private funds.

Careers at Jvl Associates, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Ray Vanderlugt	Owner / chief compliance officer	1 Oct 2002	75% - 100%	4614339

Based in Wyoming

The principal office where Jvl Associates, LLC performs its advisory services is located at 1535 44 Th St Sw Suite 400, Wyoming, MI 49509, 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 616-261-2800 or by fax 616-261-2866. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at jvlassociates.com.