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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Jamison Hanson Advisors LLC
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|---|---|
| CRD # | 139587 |
| SEC # | 801-113286 |
| CIK # | |
| AUM | $171.8 M (2025-03-05) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 503-391-1040 |
| Address | 1564 Commercial St SE Salem, OR 97302 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 21.2 |
| (b) Individuals (high net worth individuals) | 50 | 125.4 |
| (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 | 15 | 22.2 |
| (h) Charitable organizations | 1 | 2.6 |
| (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 | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 391 | 171.8 |
| By Discretionary | ||
| Discretionary | 391 | 171.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 391 | 171.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.8 | |
| Total | 391 | 171.8 |
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|---|---|---|
|
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CA | 0.2 |
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0.2 | |
|
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|
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OH | 0.2 |
|
Turner Financial Group Inc
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FL | 0.2 |
|
Entasis Asset Management LLC
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WI | 0.2 |
|
Sherclar Inc
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NC | 0.2 |
|
Retirewise Tax and Wealth Advisors Inc
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KS | 0.2 |
|
Sound Financial LLC
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|
0.2 |