JVL ASSOCIATES, LLC

JVL WEALTH STRATEGIES
WYOMING, Michigan·3 registered advisors·CRD# 124018
SEC# 801-616600616-261-2800
01

Firm Overview

AUM
$553M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JVL ASSOCIATES, LLC

3 registered advisors
Chad Nathan Soukup
WYOMING, Michigan
Gerald Ray Vanderlugt
WYOMING, Michigan
Matthew Jay Kunnen
WYOMING, Michigan
05

Office Locations

WYOMING, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. JVL ASSOCIATES, LLC (CRD# 124018) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.