Julex Capital Management

Julex Capital Management (CRD# 166053) is a financial advisory firm headquartered in Boston, MA. They manage $168,709,390 in 803 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    803
    ACCOUNTS
  • Average Account Value
    $210,099
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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 - 2 of 2 top financial advisors.
1
Brian C. Phelan
CRD#: 832753
101 Federal Street, Suite 1900, Boston, MA 02110
93
Wealthminder
score

Brian Phelan (CRD# 832753) is an Investment Advisor Representative working at Julex Capital Management in Boston, MA and has over 30 years of experience in the finance industry.

2
Xianghai H. Ma
CRD#: 6056993
101 Federal Street, Suite 1900, Boston, MA 02110
90
Wealthminder
score

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

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