CRD: 156731
J W English Investment Management Services LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Folio Investments
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2011
- Office Locations
- 1
Office Locations
About J W English Investment Management Services LLC
J W English Investment Management Services provides portfolio construction and asset management for retail clients, investing across public and private equity with a long-term, patient capital approach. The firm draws on years of healthcare investing and pharmaceutical industry relationships to access differentiated opportunities and to work constructively with management teams, including board-level guidance.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN WILLIAM ENGLISH
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #1079891
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing