J
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
12 yrs Firm Age
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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-22-2014
- Office Locations
- 1
Office Locations
-- Oakland CA
About JLA Investment Management
JLA Capital (JLA Investment Management) is an Oakland, CA fiduciary RIA providing retirement planning, comprehensive financial planning, and discretionary investment management for individuals, families, and select institutions. Portfolios are built primarily with ETFs alongside mutual funds and high-quality fixed income, with an emphasis on risk management and disciplined implementation. Custody includes Merrill Lynch.
Team overview
62 AVG AGE
$15.0M AVG AUM / ADVISOR
$833.3K AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
J
JOSEPH LOUIS ALDRIDGE
Owner, Partner
- CRD
- #1516306
- 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 | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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