John R. Day & Company, LLC (Macon)

Name: John R. Day & Company, LLC
Address: 125 Plantation Centre Drive South, Macon, GA, 31210
Telephone: 478-474-7480

John R. Day & Company, LLC is a large advisory firm based in Macon. It manages $98.87 million of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Georgia.

John R. Day & Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

John R. Day & Company: assets under management

The assets under management (AUM) of John R. Day & Company, LLC is $98.87 million. The firm's AUM has grown by 211% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $78.99 million in discretionary accounts and $19.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $940.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.63 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay John R. Day & Company, LLC for their services and products based on a percentage of assets under management and fixed fees. 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 John R. Day & Company, LLC

John Richard Day has been acting as President since 1 Jun 1998. William Winston Ennis joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Richard Day	President/managing member	1 Jun 1998	75% - 100%	3063323
William Winston Ennis	Member	1 Jul 2004	Other	4771832

Based in Macon

The principal office where John R. Day & Company, LLC performs its advisory services is located at 125 Plantation Centre Drive South, Macon, GA 31210, 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 478-474-7480 or by fax 478-474-1980. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at jrdayfinancial.com.