James Investment Research is an investment advisor in Xenia with $1.07 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
310891459
SEC advisor number
801-12359
FINRA CRD number
110433
AUM ?
$1.06 bn
(as of 2 Jan 24)
Accounts
756
(as of 2 Jan 24)
Employees
15
(7 investment advisory or research)
Address
James Investment Research
1349 FAIRGROUNDS RD
P O BOX 8
ALPHA
OH 45301
1349 FAIRGROUNDS RD
P O BOX 8
ALPHA
OH 45301
Phone
9374267640
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
22 Oct 21