$97.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
740 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
262 Chapman Road Suite 201-A Newark DE
About JPL Asset Management AND Planning, LLC
JPL Asset Management AND Planning, LLC is a Newark-based RIA. The firm has been operating for 18 years. Managing $97.0M in total assets under management, with 3 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$32.3M AVG AUM / ADVISOR
$131.0K AVG AUM / CLIENT
16.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
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Asset Classes
Wave
Custodian
Prime Fusion catalyst
Investment Themes
Insight
Services
Unison pioneer Vertex fusion Vital Prime vertex
Technology
Bridge meridian
Owner & Executives
T
THOMAS MARTIN LAROCCA
Chief Compliance Officer, President
- CRD
- #2543437
- Ownership
- 75% or more
(374) 269-5534
element.crest@atlascapital.com
in linkedin.com/in/bridge-zenith
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER LEE BOVE
Financial Advisor
- CRD
- #2048267
(568) 295-3453
radial.horizon@bridgecapital.com
in linkedin.com/in/delta-bridge
MARC ALAN HANSEN
Investment Advisor Representative
- CRD
- #2744663
(255) 940-7859
fusion.delta@glaciercapital.com
in linkedin.com/in/element-delta
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $96,951,822 | -- |
| Total | $96,951,822 | -- |
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Separately Managed Accounts
Total SMA Asset: $96,951,822
Equity - Exchange:
11.1% Cash:
12.0% Corporate - Investment Grade:
27.1% Municipal Bonds:
27.2% U.S. Government/Agency:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $622,224,854 | 11.1% |
| Cash | $672,675,518 | 12.0% |
| Corporate - Investment Grade | $1,519,125,544 | 27.1% |
| Municipal Bonds | $1,524,731,173 | 27.2% |
| U.S. Government/Agency | $1,266,872,225 | 22.6% |
| Total | $5,605,629,314 | 100.0% |