Jdm Investment Counsel, LLC is an adviser based in Columbus. It manages $13.33 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Ohio.
Jdm Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consultation services. 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 Jdm Investment Counsel, LLC is $13.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% 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 Jdm Investment Counsel, LLC for their services and products based on a percentage of assets under management and hourly charges. 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.
The principal office where Jdm Investment Counsel, LLC performs its advisory services is located at 35 N. Fourth St, Columbus, OH 43215, 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 614-937-7632 or by fax AVAIL UPON REQUEST. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at jdminvestmentcounsel.com.