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Bobby Adusumilli

SJS Investment Services

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About Bobby Adusumilli

Bobby Adusumilli is a Chartered Financial Analyst and an Investment Advisor Representative with SJS Investment Services in Sylvania, Ohio. Bobby has been working in the financial services industry since 2015 and has a background in investment management. Bobby specializes in portfolio management for individuals and businesses and provides financial planning services.

Firm Information

Bobby Adusumilli is currently registered with SJS Investment Services. SJS Investment Services is an investment advisory firm located in Sylvania, OH. Founded in 2007, the firm provides a variety of services, including financial planning, portfolio management for individuals and businesses, and investment advice for a range of clients. SJS Investment Services manages over $2.2 billion in assets for individuals, families, businesses, and institutions. The firm is registered with the SEC and has a team of 17 investment advisor representatives and 4 licensed agents.
SJS Investment Services

6711 MONROE ST.

SYLVANIA, OH 43560

$2.24B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bobby Adusumilli’s Registration & Firm History

OH

02/07/2022 - Present

SJS Investment Services (Sylvania OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bobby Adusumilli.
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