Jemico, Incorporated is a large advisory firm based in Draper. It manages $75.29 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Utah.
Jemico, Incorporated provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jemico, Incorporated is $75.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jemico, Incorporated for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Collings has been acting as President since 1 Jun 1998. Brett J Mendenhall joined the executive team most recently as the Chief Compliance Officer.
The principal office where Jemico, Incorporated performs its advisory services is located at 11650 S. State Street, Draper, UT 84020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-567-3096 or by fax 801-553-0247. The normal business hours are 7:30 a.m. - 3:00 p.m. mst on Monday - Friday. You can find more information about the New York firm at www.jemico.com.