← Back to searchVisit website
JD INVESTMENT MANAGEMENT, LLC
CRD 123293
6975 UNION PARK AVE, SUITE 600, COTTONWOOD HEIGHTS, UT, 84047, United States
Phone
801-270-5380
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.0M
Discretionary AUM
$30.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.3M |
All web addresses on file
Official SEC filing: View on IAPD