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| Jamison Private Wealth Management Inc
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| |
|---|---|
| CRD # | 109040 |
| SEC # | 801-57167 |
| CIK # | 0002006637 |
| AUM | $665.8 MM (2024-05-02) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 678-323-3454 |
| Address | 12630 Crabapple Road Milton, GA 30004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 28.5 | |
| AAPL | 2,382,844.0 | 24.3 | |
| UPS | 157,208.0 | 23.9 | |
| NVDA | 399,550.0 | 23.5 | |
| VMC | 19,053.3 | 20.3 | |
| LLY | 301,789.7 | 19.4 | |
| WM | 61,816.0 | 14.2 | |
| AMAT | 82,662.4 | 13.6 | |
| HD | 277,648.0 | 11.4 | |
| AMZN | 1,092,997.8 | 11.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 80.1 |
| (b) Individuals (high net worth individuals) | 131 | 535.3 |
| (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 | 0.1 |
| (g) Pension and profit sharing plans | 18 | 42.2 |
| (h) Charitable organizations | 8 | 0.8 |
| (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 | 12 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,050 | 665.8 |
| By Discretionary | ||
| Discretionary | 1,032 | 645.7 |
| Non-Discretionary | 18 | 20.0 |
| Total | 1,050 | 665.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 665.8 | |
| Total | 1,050 | 665.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002006637] |
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|---|---|---|
|
Cullen Investment Group Ltd
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|
LA | 0.7 |
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Circle Advisers Inc
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NY | 0.7 |
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Financial Resources Groupcom LLC
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WA | 0.7 |
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Pinney & Scofield Inc
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Sycamore Financial Group Inc
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IN | 0.7 |
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CGC Financial Services LLC
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|
Parsons Capital Management LLC
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PA | 0.7 |
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Valicenti Advisory Services Inc
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NY | 0.7 |
|
Centric Wealth Management LLC
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IL | 0.7 |
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Sterling Investment Counsel LLC
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NY | 0.7 |