JLB & ASSOCIATES INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $892.7M |
| Discretionary | $838.3M94% of AUM |
| Non-Discretionary | $54.4M |
| Client Accounts | 550 |
| Avg Account Size | $1.6M |
| Employees | 4 |
| Peak AUM | $892.7MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $893M | +5.2% | +6.2% | +4.4% | |
| Discretionary AUM | $838M | ||||
Key Metrics
| Total AUM | $892.7M |
| Discretionary | $838.3M |
| Employees | 4 |
| Client Accounts | 550 |
Contact & Location
Address
44670 ANN ARBOR RD, STE 190
PLYMOUTH MI 48170-4088
Phone
734-454-9191
Filing History
43 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$838M
93.9% of AUM
Non-Discretionary
$54M
6.1% of AUM
Disc. mix ▼ 6.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported