|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Jackson Grant Investment Advisers Inc
✚
|
|
|---|---|
| CRD # | 108156 |
| SEC # | 801-56267 |
| CIK # | 0001650300 |
| AUM | $499.0 M (2025-01-03) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 203-322-1198 |
| Address | Two High Ridge Park Stamford, CT 06905 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.2 | ||
| AbbVie Inc | 5.8 | ||
| Procter & Gamble Co | 4.6 | ||
| Apple Inc | 4.3 | ||
| TJX Companies Inc /DE/ | 2.7 | ||
| Lilly Eli & Co | 2.2 | ||
| McDonalds Corp | 2.1 | ||
| Johnson & Johnson | 2.0 | ||
| Wal Mart Stores Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 7.2 |
| (b) Individuals (high net worth individuals) | 82 | 491.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 94 | 499.0 |
| By Discretionary | ||
| Discretionary | 94 | 499.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 94 | 499.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 499.0 | |
| Total | 94 | 499.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001650300] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AIMZ Investment Advisors LLC
✚
|
CA | 0.5 |
|
Alpha Financial Advisors LLC
✚
|
NC | 0.5 |
|
Advyzon Investment Management LLC
✚
|
IL | 0.5 |
|
Portfolio Design Labs LLC
✚
|
CA | 0.5 |
|
Capitalia Suisse
✚
|
0.5 | |
|
Mosaic Advisors LLC
✚
|
TX | 0.5 |
|
Vision Retirement LLC
✚
|
NJ | 0.5 |
|
American Trust Investment Advisors LLC
✚
|
NH | 0.5 |
|
IAS Wealth Management Inc
✚
|
TX | 0.5 |
|
FIRE Capital Management LLC
✚
|
0.5 |