J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

J.P. MORGAN INSTITUTIONAL INVESTMENTS
NEW YORK, New York·5 registered advisors·CRD# 102920
SEC# 801-64031212-648-0882
01

Firm Overview

AUM
$13.6B
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: SET UP FEE, DEVELOPMENT FEE, EDUCATION MEETING FEES
03

Specialties

Investment Management
04

Advisors at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

5 registered advisors
James Arthur Hoffmann
NEW YORK, New York
Kevin Kloza
NEW YORK, New York
Mary Jane Block
NEW YORK, New York
Michael Richard Machulski
NEW YORK, New York
Robert Frank Deutsch
NEW YORK, New York
05

Office Locations

NEW YORK, New York
5 advisors

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Data sourced from SEC Form ADV filings. J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CRD# 102920) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.