Coulter & Justus Financial Services LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| Coulter & Justus Financial Services LLC
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| CRD # | 133293 |
| SEC # | 801-63783 |
| CIK # | 0001841767 |
| AUM |
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| Employees |
6 (100% Investors, 0% Brokers)
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| Phone | 865-481-0385 |
| Address | 9717 Cogdill Road
Knoxville, TN 37932 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [Facebook]
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Total AUM ($M)
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| Holdings by Sector ($M) |
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
225
|
48.3 |
| (b) Individuals (high net worth individuals) |
159
|
214.3 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
4 |
4.4 |
| (h) Charitable organizations |
5 |
1.4 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
1 |
1.4 |
| (n) Other |
0 |
0.0 |
| Total |
996 |
269.9 |
| By Discretionary |
| Discretionary |
985 |
264.1 |
| Non-Discretionary |
11 |
5.8 |
| Total |
996 |
269.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
269.9 |
| Total |
996 |
269.9 |
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