$892.7M Total AUM
$838.3M Disc. AUM
6.4% 3Y CAGR
4 Employees
291 ADV. Clients
43 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-27-1983
- Office Locations
- 1
Office Locations
44670 ANN Arbor RD, STE 190 Plymouth MI
About JLB & Associates INC
JLB & Associates, Inc. is a Michigan-registered RIA providing investment management and custom portfolio construction for client relationships. Portfolios are built around each client’s objectives using bonds, common stocks, or a blend, guided by a proprietary quantitative security selection process. Custody includes Charles Schwab.
Team overview
47 AVG AGE
$297.6M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
13 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
43yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAMES EDWARD BASHAW
Chief Compliance Officer, President
- CRD
- #4907540
- Ownership
- 75% or more
Available
Available
Available
CHRISTOPHER RALPH SZYDLOWSKI
SENIOR VICE PRESIDENT, Vice President
- CRD
- #5771727
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
TYLER JAMES BASHAW
--
- CRD
- #6908981
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $838,336,918 | $1,602,939 |
| Non-Discretionary | $54,351,999 | $2,013,037 |
| Total | $892,688,917 | $1,623,071 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing