← Back to searchVisit website
J W KORTH & COMPANY
J.W. KORTH & COMPANY, LIMITED PARTNERSHIP
CRD 26455 · SEC 801-85185
6500 CENTURION DRIVE, SUITE 250, LANSING, MI, 48917, United States
Phone
800-454-1628 OPTION#1
Fax
517-913-6347
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.7M
Discretionary AUM
$36.7M
Team
20 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Commissions
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersMARGIN ADVISORY
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4 | $7.4M |
| Pooled investment vehicles | 1 | $22.4M |
| Corporations/business entities | 7 | $198.9M |
States served
MI, FL
All web addresses on file
Official SEC filing: View on IAPD