Investments Technology Inc (Rocky River)

Investments Technology Inc is an adviser based in Rocky River. It manages $5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Investments Technology provides market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investments Technology: assets under management

The assets under management (AUM) of Investments Technology Inc is $5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investments Technology Inc for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Investments Technology Inc

Ramesh Chimanlal Jhaveri has been acting as President since 1 Mar 1981. Saumil Ramesh Jhaveri joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ramesh Chimanlal Jhaveri	President	1 Mar 1981	50% - 75%	869977
Saumil Ramesh Jhaveri	Vice-president	1 Jan 1998	25% - 50%	4355635

Based in Rocky River

The principal office where Investments Technology Inc performs its advisory services is located at 18820 High Parkway, Rocky River, OH 44116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.