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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| J M Brown & Associates Inc
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|---|---|
| CRD # | 118427 |
| SEC # | 801-130747 |
| CIK # | |
| AUM | $158.0 M (2025-06-05) |
| Employees | 8 (62% Investors, 25% Brokers) |
| Phone | 918-496-5460 |
| Address | 7060 S Yale Tulsa, OK 74136-5740 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 433 | 65.5 |
| (b) Individuals (high net worth individuals) | 77 | 92.0 |
| (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 | 1 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 934 | 158.0 |
| By Discretionary | ||
| Discretionary | 934 | 158.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 934 | 158.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 157.1 | |
| Total | 934 | 158.0 |
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|---|---|---|
|
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|
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|
Wabash Capital Inc
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|
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TX | 0.2 |
|
Naples Money Management LLC
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|
Preserver Partners LLC
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|
TN | 0.2 |
|
David P Gilliam & Associates Inc
✚
|
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