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Jennings Investment Advisors, LLC (Wilson)


Jennings Investment Advisors, LLC is a large advisory firm based in Wilson. It manages $81.05 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2006.

Jennings Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jennings Investment Advisors: assets under management

The assets under management (AUM) of Jennings Investment Advisors, LLC is $81.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 633% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $81.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.86 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jennings Investment Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in Wilson

The principal office where Jennings Investment Advisors, LLC performs its advisory services is located at 3485 North Pines Way, Wilson, WY 83014, 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 307-734-1661 or by fax 307-734-1921. The normal business hours are by appointment only on Monday - Friday.


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