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TORREY CAPITAL INVESTMENTS
JBK INVESTMENTS, INC
CRD 134599
Corporate platformCorporation
Large incorporated asset manager or corporate group — typically not a local adviser team.
120 BIRMINGHAM DRIVE, SUITE 240D, CARDIFF-BY-THE-SEA, CA, 92007, United States
Registration
— (—)
Source
State registered
Total AUM
$99.8M
Discretionary AUM
$99.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $1.1M |
| High net worth individuals | 218 | $98.7M |
All web addresses on file
Official SEC filing: View on IAPD