|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| HYJC Capital of WNY LLC
✚
|
|
|---|---|
| CRD # | 325574 |
| SEC # | 801-129355 |
| CIK # | |
| AUM | $59.8 M (2025-02-11) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 585-261-4435 |
| Address | 5989 Big Tree Rd Lakeville, NY 14480 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 34.7 |
| (b) Individuals (high net worth individuals) | 58 | 24.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 341 | 59.8 |
| By Discretionary | ||
| Discretionary | 337 | 59.8 |
| Non-Discretionary | 4 | 0.0 |
| Total | 341 | 59.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 59.8 | |
| Total | 341 | 59.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Main Street Financial LLC
✚
|
NY | 0.1 |
|
Align Financial Advisors LLC
✚
|
TX | 0.1 |
|
Liberty Wealth Managers LLC
✚
|
NY | 0.1 |
|
Chlastawa Allan Frank
✚
|
0.1 | |
|
Allos Investment Advisors LLC
✚
|
KS | 0.1 |
|
Winthrop Partners - EPA LLC
✚
|
NY | 0.1 |
|
Parlin Advisors LLC
✚
|
NY | 0.1 |
|
Minerva Wealth Advisory LLC
✚
|
NY | 0.1 |
|
Rochester Investments Inc
✚
|
NY | 0.1 |
|
Maureen A Whelan
✚
|
NY | 0.1 |