J
CRD: 144645
JR Mesenburg AND Associates, LLC
Columbus, OH, 43235
6144310431
$118.3M Total AUM
$118.3M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
13 yrs Firm Age
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- Custodian
- Morgan Stanley · UBS · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2012
- Office Locations
- 1
Office Locations
96 Northwoods Blvd. Columbus OH
About JR Mesenburg AND Associates, LLC
JR Mesenburg AND Associates, LLC is a Columbus-based RIA. The firm has been operating for 13 years. Managing $118.3M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley and UBS. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$118.3M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Focus eagle Capital Beacon prime
Investment Vehicles
Delta
Services
Quantum Insight vital Ridge signal
Owner & Executives
J
JOE RAYMOND MESENBURG
Chief Compliance Officer, President
- CRD
- #5387161
- Ownership
- 75% or more
(806) 263-5666
summit.delta@horizoncapital.com
in linkedin.com/in/capital-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,266,565 | $1,457,289 |
| Non-Discretionary | $0 | -- |
| Total | $118,266,565 | $1,457,289 |
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Separately Managed Accounts
Total SMA Asset: $118,266,565
Equity - Exchange:
26.3% Cash:
5.8% Equity - OTC:
28.6% Corporate - Investment Grade:
13.7% Municipal Bonds:
15.7% U.S. Government/Agency:
9.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,216,636,366 | 26.3% |
| Cash | $488,839,959 | 5.8% |
| Equity - OTC | $2,410,486,694 | 28.6% |
| Corporate - Investment Grade | $1,154,673,696 | 13.7% |
| Municipal Bonds | $1,323,239,199 | 15.7% |
| U.S. Government/Agency | $834,399,241 | 9.9% |
| Total | $8,428,275,155 | 100.0% |