Rjr Investment Service, LLC (Layton)

Name: Rjr Investment Service, LLC
Address: 286 N. Blue Spruce Drive, Layton, UT, 84041
Telephone: (801) 619-6306

Rjr Investment Service, LLC is an adviser based in Layton. It manages $37.94 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Utah.

Rjr Investment Service provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rjr Investment Service: assets under management

The assets under management (AUM) of Rjr Investment Service, LLC is $37.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $283.15 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rjr Investment Service, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rjr Investment Service, LLC

Jeffrey Kahn joined the executive team most recently as the Member/Administrator.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Taft Budge	Chief executive officer	1 Oct 2008	25% - 50%	1262979
Jeffrey Kahn	Member/administrator	1 Oct 2008	25% - 50%	4830345
Roshelle C. Lucky	Chief compliance officer	1 Oct 2008	25% - 50%	4830737

Based in Layton

The principal office where Rjr Investment Service, LLC performs its advisory services is located at 286 N. Blue Spruce Drive, Layton, UT 84041, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (801) 619-6306 or by fax 801-553-3106. The normal business hours are 7:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.rjrinvest.com.