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JOCELYN INVESTMENT MANAGEMENT, LLC

Tel: 415-256-1795
100 Smith Ranch Road
Suite 329
San Rafael, California  94903

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JOCELYN INVESTMENT MANAGEMENT, LLC

JOCELYN INVESTMENT MANAGEMENT, LLC is a San Rafael, California based financial advisory firm with nearly $919,687,066 in assets under management and provides investment advisory services for 272 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

323831

SEC#:

801-126910

No. of Clients:

272

Assets under Management

$919,687,066

No. of Advisors:

2

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