SJS Investment Services

Overview

SJS Investment Services is an SEC registered investment adviser based in Sylvania, OH, registered since 1995. It reports $2.9B in assets under management across 3,006 accounts, with 26 employees. It has 19 investment adviser representatives.

Reported AUM

$2.9B

Discretionary

100%

Accounts

3,006

Average account

$977K

Employees

26

Advisory reps

19

Registered since

1995

Jurisdictions

20

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Scott John Savage Chief Executive Officer CRD 1534598
• Kevin Thomas Kelly President, Chief Compliance Officer CRD 4154606

Advisory reps 3 of 19

• Bobby Adusumilli Investment Adviser Rep CRD 7497385
• Kathleen Cristofoli Investment Adviser Rep CRD 7481185
• Lisa Marie Denstorff Investment Adviser Rep CRD 6122303

16 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6711 Monroe St Bldg Iv Ste A
Sylvania, OH 43560

County

Lucas

Metro area

Toledo, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 20 jurisdictions
• Website: vimeo.com/user11055397

Every state, with registration dates

Similar firms near Sylvania

• Venture Visionary Partners LLCSylvania, OH$5.2B AUM
• Thunderbird Financial CoachingSylvania, OH1 reps
• Tfo Wealth PartnersMaumee, OH$5.7B AUM
• Seniors Housing Fund Manager LLCToledo, OH$3.8B AUM
• KMG Fiduciary Partners, LLCToledo, OH$1.7B AUM