J
$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
17 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-03-2009
- Office Locations
- 1
Office Locations
1700 East Market ST, Suite 110 Warren OH
About JIM Earl Financial
JIM Earl Financial is a Warren-based RIA. The firm has been operating for 17 years. Managing $1.0M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$38.9K AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JAMES ROBERT EARL
Financial Advisor, General Partner, President
- CRD
- #1965373
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,012,184 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,012,184 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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