DBA: J.V.B. INVESTMENT COMPANY
| Total AUM | $157.6M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $157.6M |
| Client Accounts | 208 |
| Avg Account Size | $758K |
| Employees | 9 |
| Peak AUM | $157.6MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $158M | +20.9% | — | — | |
| Non-Disc. AUM | $158M | ||||
| Total AUM | $157.6M |
| Discretionary | $0 |
| Employees | 9 |
| Client Accounts | 208 |
| Client Range | 1-10 |
Address
100 S. JACKSON, SUITE 100
JACKSON MI 49201
Phone
517-787-2430
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$158M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +0.3% /yrover 25 yrs · 16 filings |
Total AUM
$158M
| — |
| — |
| Total Accounts | 208 | 30.2% | — | — |
| Avg Account Size | $757,911.582 | +73.2% | — | — |
| Employees | 9 | 0.0% | — | — |
| AUM / Employee | $18M | +20.9% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $158M | +20.9% | — | — | |
Client Count Segments | |||||
| HNW Clients | 190 | 32.1% | — | — | |
| Individuals | 18 | 0.0% | — | — | |