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SJS INVESTMENT SERVICES
SJS INVESTMENT CONSULTING INC
CRD 107219 · SEC 801-49585
6711 MONROE ST., BUILDING IV, SUITE A, SYLVANIA, OH, 43560, United States
Phone
419-885-2626
Fax
419-885-2236
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.94B
Discretionary AUM
$2.94B
Team
25 total employees; 21 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 418 | $200.2M |
| High net worth individuals | 462 | $1.91B |
| Pension/profit sharing plans | 55 | $167.2M |
| Charitable organizations | 55 | $342.8M |
| State/municipal entities | 15 | $124.2M |
| Corporations/business entities | 50 | $196.0M |
States served
AZ, CA, CO, GA, IL, IN, LA, MI, NE, NY, NC, OH, OR, SC, TN, MO, TX, FL
All web addresses on file
- HTTPS://WWW.SJSINVEST.COM
- HTTPS://WWW.LINKEDIN.COM/IN/SCOTTJSAVAGE
- https://www.facebook.com/SJSInvestmentServices
- https://sjsmultifamilyoffice.com
- HTTPS://WWW.MARKETPLUSINVESTING.COM
- https://vimeo.com/user11055397
- https://www.yelp.com/biz/sjs-investment-services-sylvania-3
- HTTPS://WWW.LINKEDIN.COM/COMPANY/SJS-INVESTMENT-SERVICES/
- https://www.yelp.com/biz/sjs-investment-services-scottsdale-3
- https://www.yelp.com/biz/sjs-investment-services-chicago
Official SEC filing: View on IAPD