|
⚲
|
| J P Davis Inc
✚
| |
|---|---|
| CRD # | 289548 |
| SEC # | 801-116690 |
| CIK # | |
| AUM | $171.4 MM (2024-03-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 520-818-7822 |
| Address | 12115 North Oracle Road Oro Valley, AZ 85737 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 20.0 |
| (b) Individuals (high net worth individuals) | 76 | 151.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 366 | 171.4 |
| By Discretionary | ||
| Discretionary | 366 | 171.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 366 | 171.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.4 | |
| Total | 366 | 171.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vivid Wealth Management LLC
✚
|
IA | 0.2 |
|
Monaco Capital Management LLC
✚
|
VA | 0.2 |
|
Everest Wealth Management LLC
✚
|
KS | 0.2 |
|
Inman Wealth Management LLC
✚
|
MS | 0.2 |
|
Christian Investment Advisors Inc
✚
|
TX | 0.2 |
|
Asset Management Advisors LLC
✚
|
OK | 0.2 |
|
Future Financial Wealth Management Group LLC
✚
|
OH | 0.2 |
|
Golden Bell Financial Planning LLC
✚
|
GA | 0.2 |
|
Royal Oak Financial Group
✚
|
OH | 0.2 |
|
Duration Asset Management LLC
✚
|
TX | 0.2 |