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Jaguar Investment Services, Ltd (Marana)


Jaguar Investment Services, Ltd is an adviser based in Marana. It manages $39.64 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, Michigan, and Minnesota.

Jaguar Investment Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jaguar Investment Services: assets under management

The assets under management (AUM) of Jaguar Investment Services, Ltd is $39.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.56 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jaguar Investment Services, Ltd for their services and products based on a percentage of assets under management. 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.

Based in Marana

The principal office where Jaguar Investment Services, Ltd performs its advisory services is located at 4834 W. Saguaro Point Place, Marana, AZ 85653, 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 520.572.0728. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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