Jurika & Voyles LP is a large advisory firm based in Oakland. It manages $1.04 billion of regulatory assets for 2,392 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 43 other states.
Jurika & Voyles provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting 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 Jurika & Voyles LP is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% 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 Jurika & Voyles LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Glenn Campbell Voyles has been acting as President since 1 Jan 2001. Cdc Finance Cdc Ixis (Cdc Ixis) joined the executive team most recently as the Shareholder (Series A).
The principal office where Jurika & Voyles LP performs its advisory services is located at 1999 Harrison Street, Oakland, CA 94612, which is also the mailing address of the firm. An additional office of the firm is in North Wales, PA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 510-446-1991 or by fax 510-874-4189. The normal business hours are 6:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.jurika.com.