JOCELYN INVESTMENT MANAGEMENT, LLC
Tel: 415-256-1795 100 Smith Ranch Road Suite 329 San Rafael, California 94903
About JOCELYN INVESTMENT MANAGEMENT, LLC
JOCELYN INVESTMENT MANAGEMENT, LLC is a San Rafael, California based financial advisory firm with nearly $919,687,066 in assets under management and provides investment advisory services for 272 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
323831
Firm SEC#:
801-126910
Assets Under Management:
$919,687,066
No. of Clients:
272
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Pesnsion consulting services
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