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Xianghai Henry Ma

Julex Capital Management

Natick, MA

CRD 6056993

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Employer firm

Julex Capital Management CRD 166053

$247M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • MODEL PROVIDER

From the firm’s Form ADV. Read the guides:

Current Employers
Julex Capital Management

209 West Central Street Suite 314, Natick, MA 01760 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-02-07
  • MA RA
    APPROVED
    Since 2013-02-07

Branch Locations

209 West Central Street Suite 314, Natick, MA 01760 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fund Architects, Llc. Heath TX 04/2012 Present
Julex Capital Management Wellesley MA 10/2010 Present
Previous Registrations
  • 2012-05-02 → 2014-01-21
    Cabana Advisors, Llc
    Wellesley, MA
Other Businesses

HENRY IS A PARTNER OF JULEX CAPITAL MANAGEMENT, LLC., AN INVESTMENT ADVISORY FIRM REGISTERED IN MASSACHUSETTS.

Designations
  • Chartered Financial Analyst
Other Names
  • Xianghai Ma

View on SEC IAPD

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Nearby Investors

Anthony E Psikarakis
DEAN JAMES AGELOPOULOS
TIMOTHY ANDREW LE PAIN

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Natick, MA
AMERIPRISE FINANCIAL SERVICES, LLC · NATICK, MA
COMMONWEALTH FINANCIAL NETWORK · NATICK, MA

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