Jobes Solo Investment Group, LLC is an adviser based in Houston. It manages $70 million of regulatory assets for 290 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Louisiana and Texas.
Jobes Solo Investment Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. 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 Jobes Solo Investment Group, LLC is $70 million. The firm's AUM has gone down by -4% 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 Jobes Solo Investment Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Jobes Solo Investment Group, LLC performs its advisory services is located at 3050 Post Oak Blvd, Suite 620, Houston, TX 77056, 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 281-822-9200 or by fax 281-822-9204. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.jobessolo.com.