$9.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-31-2010
- Office Locations
- 1
Office Locations
-- Smyrna TN
About Jennings Investment Group, Inc.
Jennings Investment Group, Inc. is a Smyrna-based RIA. The firm has been operating for 15 years. Managing $9.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Merrill Lynch. Services offered include Insurance, Portfolio Construction, Retirement Plans.
Team overview
52 AVG AGE
$9.6M AVG AUM / ADVISOR
$234.1K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Pathway
Custodian
Meridian summit
Investment Themes
Eagle
Investment Vehicles
Alpha
Services
Quantum alpha Crest prime Quantum
Owner & Executives
BRICE CORDELL JENNINGS
Chief Compliance Officer, Chief Investment Officer, President, Secretary
- CRD
- #2800911
- Ownership
- 75% or more
(243) 847-3190
ridge.wave@horizoncapital.com
in linkedin.com/in/optima-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,600,000 | -- |
| Total | $9,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,600,000
Equity - Exchange:
46.2% Cash:
53.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,230,970,995 | 46.2% |
| Cash | $3,762,472,718 | 53.8% |
| Total | $6,993,443,713 | 100.0% |