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).
Total Assets Under Management169MILLION
Total Number of Accounts803ACCOUNTS
Average Account Value$210,099
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.
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.