J
$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-17-2010
- Office Locations
- 1
Office Locations
-- West Chester PA
About Jura Investments, LLC
JURA Investments, LLC is a fiduciary investment adviser emphasizing risk management and multifaceted, dynamic asset allocation in portfolio construction. The firm works with individuals and organizations, including retirement savers and institutional clients such as pension plans, endowments, and foundations. Portfolios are implemented primarily with ETFs and investment-grade corporate bonds, with custody through Pershing.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DAMON TYRONE GRAY
MANAGING PRINCIPAL, Principal
- CRD
- #2054344
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,478,478 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,478,478 | -- |
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 Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing