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- Custodian
- JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Zenith waveCapital north
- Established Date
- 12-02-2019
- Office Locations
- 1
Office Locations
About Jc&company
JC&Company Group is a U.S. law and accounting firm offering one-stop legal, tax/accounting, immigration, retirement planning, insurance, real estate, and investment advisory services for Korean-American and U.S.–Korea cross-border clients, including families and business owners. The advisory team builds individualized, long-term portfolios often using public funds and ETFs. Based in Irvine with a Seoul office, they emphasize direct, always-available support; legal work is delivered via JC&Company Law Corporation.
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Investment Themes
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Platform
Services
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Owner & Executives
Yongduk Chung
President, PRINCIPAL
- CRD
- #7097526
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,938,173 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,938,173 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,938,173
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,131,020,539 | 20.7% |
| Equity - Exchange | $1,699,262,743 | 31.1% |
| Cash | $1,114,628,937 | 20.4% |
| Municipal Bonds | $590,097,673 | 10.8% |
| U.S. Government/Agency | $928,857,448 | 17.0% |
| Total | $5,463,867,340 | 100.0% |