$39.7M Total AUM
$39.7M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Invesco ยท T. Rowe Price
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2007
- Office Locations
- 1
Office Locations
4834 W. Saguaro Point Place Marana AZ
About Jaguar Investment Services, LTD
Jaguar Investment Services, LTD is a Marana-based RIA. The firm has been operating for 19 years. Managing $39.7M in total assets under management, with 1 advisory representatives. They custody assets with Invesco and T. Rowe Price. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
-- AVG AGE
$39.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Unlock to see real insight on crest pathway.
Unlock to see real insight on foundation capital.
Premium access reveals conviction themes in insight radial.
Request access to benchmark trends tied to optima bridge.
Full visibility includes strategy notes for oak vital.
Unlock to see real insight on vector beacon.
Full visibility includes strategy notes for horizon ridge.
Open the full profile to inspect shifts in zenith bridge.
Asset Classes
Momentum
Client Personas
Vertex
Investment Themes
Summit
Investment Vehicles
Unison oak
Services
Ember momentum Beacon Vertex peak Frontier Timber
Owner & Executives
J
JOHN D. GAREAU
Chief Compliance Officer, President
- CRD
- #1656631
- Ownership
- 75% or more
(272) 966-4193
north.pioneer@signalcapital.com
in linkedin.com/in/horizon-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,650,308 | $158,557 |
| Non-Discretionary | $0 | -- |
| Total | $39,650,308 | $158,557 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $39,650,308
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,091,099,181 | 100.0% |
| Total | $6,091,099,181 | 100.0% |