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| Happy Holidays!! thanks for using AUM13F!! |
| Jackson & Associates Inc
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|---|---|
| CRD # | 315102 |
| SEC # | 801-132590 |
| CIK # | |
| AUM | $119.8 M (2025-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 505-944-8404 |
| Address | 8300 Carmel Ave NE Albuquerque, NM 87122 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 9.5 |
| (b) Individuals (high net worth individuals) | 39 | 70.0 |
| (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 | 3 | 30.3 |
| (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 | 1 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 91 | 119.8 |
| By Discretionary | ||
| Discretionary | 84 | 75.2 |
| Non-Discretionary | 7 | 44.6 |
| Total | 91 | 119.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.8 | |
| Total | 91 | 119.8 |
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NY | 0.1 |
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0.1 | |
|
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TX | 0.1 |
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Seattle Wealth Management LLC
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