Js Asset Management is a large advisory firm based in West Conshohocken. It manages $151.95 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.
Js Asset Management provides portfolio management for investment companies and 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 Js Asset Management is $151.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 175% 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 Js Asset Management 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.
John Keith Schneider has served as the Chief Investment Officer since 1 Feb 2005. Katina M Kushner joined the executive team most recently as the Chief Compliance Officer.
The principal office where Js Asset Management performs its advisory services is located at One Tower Bridge, West Conshohocken, PA 19428, 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 610-234-2202 or by fax 610-825-1831. The normal business hours are 9:00am - 5:00pm on Monday - Friday.