Julex Capital Management

Julex Capital Management (CRD# 166053) is a financial advisory firm headquartered in Wellesley, MA. They manage $749,488,743 in 3,693 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    749
    MILLION
  • Total Number of Accounts
    3,693
    ACCOUNTS
  • Average Account Value
    $202,948
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Julex Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Brian C. Phelan
CRD#: 832753
40 Grove Street, Suite 140, Wellesley, MA 02482
93
Wealthminder
score

Brian Phelan (CRD# 832753) is an Investment Advisor Representative working at Julex Capital Management in Wellesley, MA and has over 32 years of experience in the finance industry.

2
Xianghai H. Ma
CRD#: 6056993
40 Grove Street, Suite 140, Wellesley, MA 02482
90
Wealthminder
score

Xianghai Ma (CRD# 6056993) is an Investment Advisor Representative working at Julex Capital Management in Wellesley, MA and has 1 year of experience in the finance industry.

3
Jeffrey B. Megar
CRD#: 4347146
40 Grove Street, Suite 140, Wellesley, MA 02482
90
Wealthminder
score

Jeffrey Megar (CRD# 4347146) is an Investment Advisor Representative working at Julex Capital Management in Wellesley, MA and has 1 year of experience in the finance industry.

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