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| Jackson Grant Investment Advisers Inc
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|---|---|
| CRD # | 108156 |
| SEC # | 801-56267 |
| CIK # | 0001650300 |
| AUM | 577.7 M (2026-01-02) |
| Employees | 8 (50% 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 | 6.8 | |
| AbbVie Inc | 6.7 | |
| Apple Inc | 5.3 | |
| Procter & Gamble Co | 4.0 | |
| TJX Companies Inc /DE/ | 3.5 | |
| Johnson & Johnson | 3.4 | |
| McDonalds Corp | 2.4 | |
| Lilly Eli & Co | 2.4 | |
| Wal Mart Stores Inc | 2.3 | |
| Coca Cola Co | 1.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 6.0 |
| (b) Individuals (high net worth individuals) | 86 | 571.7 |
| (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 | 577.7 |
| By Discretionary | ||
| Discretionary | 94 | 577.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 94 | 577.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 577.7 | |
| Total | 94 | 577.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001650300] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 94 |
| Serves | Retail |
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|---|---|---|
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