JBJ Investment Partners is an investment advisor in Charleston with $646.17 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
451198237
SEC advisor number
801-78137
FINRA CRD number
165294
AUM ?
$646.17 mm
(as of 17 May 21)
Accounts
1,246
(as of 17 May 21)
Employees
4
(2 investment advisory or research)
Address
JBJ Investment Partners
701 E. BAY STREET
SUITE 305
CHARLESTON
SC 29403
701 E. BAY STREET
SUITE 305
CHARLESTON
SC 29403
Phone
8436063917
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21
13F-HR
Quarterly holdings report by institutional manager
20 Jul 21
13F-HR
Quarterly holdings report by institutional manager
30 Apr 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
23 Oct 20
13F-HR
Quarterly holdings report by institutional manager
3 Aug 20
13F-HR
Quarterly holdings report by institutional manager
24 Apr 20
13F-HR
Quarterly holdings report by institutional manager
23 Jan 20
13F-HR
Quarterly holdings report by institutional manager
8 Oct 19