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| Janney Montgomery Scott LLC
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|---|---|
| CRD # | 463 |
| SEC # | 801-7258 |
| CIK # | 0000132994, 0001329948, 0000200401 |
| AUM | $85.9 BB (2024-08-29) |
| Employees | 2,295 (54% Investors, 75% Brokers) |
| Phone | 215-665-6000 |
| Address | 1717 Arch Street Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| MRK | 232.4 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143,386 | 20.0 |
| (b) Individuals (high net worth individuals) | 78,817 | 53.0 |
| (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 | 760 | 8.8 |
| (h) Charitable organizations | 1,653 | 1.6 |
| (i) State or municipal government entities | 114 | 0.6 |
| (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 | 1,303 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 226,034 | 85.9 |
| By Discretionary | ||
| Discretionary | 168,288 | 54.6 |
| Non-Discretionary | 57,746 | 31.2 |
| Total | 226,034 | 85.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 85.6 | |
| Total | 226,034 | 85.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001329948] | |
| SC 13G | [0001329948] |
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|---|---|---|
|
Invesco Asset Management Ltd
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|
107.4 | |
|
Cetera Investment Advisers LLC
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IL | 104.5 |
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Record Currency Management Limited
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101.9 | |
|
Osaic Wealth Inc
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AZ | 94.6 |
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Cambridge Investment Research Advisors Inc
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IA | 87.4 |
|
MML Investors Services LLC
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MA | 72.8 |
|
Wealth Enhancement Advisory Services LLC
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|
MN | 72.0 |
|
Rathbones Investment Management Limited
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|
63.6 | |
|
Truist Advisory Services Inc
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|
GA | 61.4 |
|
Invesco Asset Management Japan Limited
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|
56.5 |