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James Pappas Investment Counsel LLC

5342 Sandhamn Place
Longboat Key, Florida 34228-2056
United States
 
Contact :      null
Phone :       941-387-9708
Fax :             941-383-1953
Email :         j@jpic.net
Web :           http://www.jpic.net

James Pappas Investment Counsel LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $21
Tax-Exempt Managed ($Mil) : $13
Taxable Assets Managed ($Mil) : $8
Year Founded : 1988
Wrap Programs Offered? : No
# of Accounts Managed : 28
In-House Research : 100 %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

James Pappas Investment Counsel LLC History

JPIC was founded in 1988 to provide conservative investment guidance to individuals, pension and profit-sharing plans, IRA rollovers, corporations and charities. We are fee-based only and proud of providing the highest level of personal commitment and involvement to each client, regardless of size.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
24
$17.39
 
Limited Partnership :
 
Foundations :
ERISA :
4
$2.88
Unions, Taft-Hartley :
Public :
Others :
1
$0.5
Total # of Professional : 1 Analysts : 0
Portfolio Managers : 0 Traders : 0
Client Service : 0 Operation : 0

James Pappas Investment Counsel LLC Personnel

Mr.  James Pappas

President/CEO
Tel : 941-387-9708
Email: j@jpic.net
Born in 1946, James Pappas graduated from the University of Dubuque, Iowa, in 1967, with a B.S. in Economics. In that year he began his Wall Street career, joining the firm of Hayden, Stone as a registered representative. Subsequently, he worked at Walston & Co. and at W.E. Hutton in similar capacity. He spent several years as a member on the floor of the N.Y. Futures Exchange. In 1986 he founded an investment advisory firm with a partner, and in 1988 left that firm to found JPIC. James Pappas is a member of the N.Y. Society of Security Analysts; of the Association for Investment Management and Research; and of the Investment Company Institute.

James Pappas Investment Counsel LLC Product Name

balanced equity:Privately Managed Accounts
Fixed Income:Privately Managed Accounts
Report Created: September,23 2020.  Copyright Money Manager Review , All rights Reserved.
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