THE JUNK INVESTMENT GROUP
THE JUNK INVESTMENT GROUP, LLC Legal Name
Adviser information for THE JUNK INVESTMENT GROUP last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 1,150 | $419.3M |
| Total | 1,150 | $419.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 118 | $61.4M |
| HNW Individuals | 140 | $357.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Insurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 419.3M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| THE JUNK INVESTMENT GROUP WRAP FEE PROGRAM | THE JUNK INVESTMENT GROUP |
Identifiers
| SEC RIA File Number | 801-34480 |
|---|---|
| SEC ERA File Number | 801-34480 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 104619 |
| Legal Entity Identifier | None |
Principal Office
307 INTERNATIONAL CIRCLESUITE 540
HUNT VALLEY
MD
United States
Monday - Friday, 8:30AM TO 4:00PM
Tel: 410-584-8100, Fax: 410-584-8590
Websites
Chief Compliance Officer
ELI ADAMS
MANAGING MEMBER
307 INTERNATIONAL CIRCLE
SUITE 540
HUNT VALLEY
MD
United States
Tel:
410-584-8100
Fax:
410-584-8590
E*****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ADAMS, ELI, JOSEPH | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 01/2023 | > 75% |