|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| J P Davis Inc
✚
|
|
|---|---|
| CRD # | 289548 |
| SEC # | 801-116690 |
| CIK # | |
| AUM | $193.3 M (2025-02-04) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 520-818-7822 |
| Address | 12115 North Oracle Road Oro Valley, AZ 85737 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 22.1 |
| (b) Individuals (high net worth individuals) | 80 | 171.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 384 | 193.3 |
| By Discretionary | ||
| Discretionary | 384 | 193.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 384 | 193.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.3 | |
| Total | 384 | 193.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Allstreet Capital LLC
✚
|
CA | 0.2 |
|
Halcyon Global Advisors LLC
✚
|
TX | 0.2 |
|
Callahan Capital Management Inc
✚
|
CO | 0.2 |
|
Northwest Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Walnut Private Equity Partners LLC
✚
|
NE | 0.2 |
|
Streeter Moore & Stipe LLC
✚
|
OK | 0.2 |
|
Lindahl & Mansager Inc
✚
|
OH | 0.2 |
|
Guidedmoney LLC
✚
|
0.2 | |
|
ETRE LLC
✚
|
MA | 0.2 |
|
JHP Wealth Management LLC
✚
|
CO | 0.2 |