J
$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
2 Employees
9 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2017
- Office Locations
- 3
Office Locations
10441 163rd Place Orlando Park IL
22809 S Mustang Road Frankfort IL
-- Buenos Aires --
About JT Asset Allocation LLC
JT Asset Allocation LLC is a Orlando Park-based RIA with 3 offices. The firm has been operating for 9 years. Managing $2.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$320.6K AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Mariana Ines Sarni
Investment Advisor
- CRD
- #6885655
- Ownership
- 75% or more
Available
Available
Available
J
Juan Manuel Troncoso Iriarte
Chief Compliance Officer
- CRD
- #6885651
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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D
DAORAN ALABIN
--
- CRD
- #6609107
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,885,559 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,885,559 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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