JULEX CAPITAL MANAGEMENT, LLC

JULEX CAPITAL MANAGEMENT
WELLESLEY, Massachusetts·5 registered advisors·CRD# 166053
SEC# 801-1068230781-489-5398
01

Firm Overview

AUM
$363M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Other: % OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS
03

Specialties

Investment ManagementWealth Management
04

Advisors at JULEX CAPITAL MANAGEMENT, LLC

5 registered advisors
Anthony G Ash
WELLESLEY, Massachusetts
Brian Cawley Phelan
WELLESLEY, Massachusetts
Erik Christian Philbrook
WELLESLEY, Massachusetts
Jeffrey Brian Megar
WELLESLEY, Massachusetts
Xianghai Henry Ma
WELLESLEY, Massachusetts
05

Office Locations

WELLESLEY, Massachusetts
5 advisors

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Data sourced from SEC Form ADV filings. JULEX CAPITAL MANAGEMENT, LLC (CRD# 166053) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.