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| Jamison Private Wealth Management Inc
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|---|---|
| CRD # | 109040 |
| SEC # | 801-57167 |
| CIK # | 0002006637 |
| AUM | $851.3 M (2025-02-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 678-323-3454 |
| Address | 12630 Crabapple Road Milton, GA 30004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 32.0 | ||
| Nvidia Corp | 30.8 | ||
| Apple Inc | 24.0 | ||
| Vulcan Materials Co | 21.1 | ||
| United Parcel Service Inc | 18.7 | ||
| Lilly Eli & Co | 16.3 | ||
| J P Morgan Chase & Co | 15.8 | ||
| Waste Management Inc | 15.2 | ||
| Blackstone Group LP | 14.3 | ||
| Amazon Com Inc | 13.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 107.4 |
| (b) Individuals (high net worth individuals) | 141 | 686.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.2 |
| (g) Pension and profit sharing plans | 24 | 47.8 |
| (h) Charitable organizations | 9 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,180 | 851.3 |
| By Discretionary | ||
| Discretionary | 1,168 | 840.5 |
| Non-Discretionary | 12 | 10.8 |
| Total | 1,180 | 851.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 851.3 | |
| Total | 1,180 | 851.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002006637] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Altiora Financial Group LLC
✚
|
0.9 | |
|
Aufman Associates Inc
✚
|
PA | 0.9 |
|
RPG Investment Advisory LLC
✚
|
CA | 0.9 |
|
Pettyjohn Wood & White Inc
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|
VA | 0.9 |
|
Baseline Wealth Management Ltd
✚
|
0.9 | |
|
Avion Wealth LLC
✚
|
TX | 0.8 |
|
JLB & Associates Inc
✚
|
MI | 0.8 |
|
Studio Investment Management LLC
✚
|
IL | 0.8 |
|
Financial Enhancement Group LLC
✚
|
IN | 0.8 |
|
South Street Advisors LLC
✚
|
NY | 0.8 |