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| Janney Montgomery Scott LLC
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|---|---|
| CRD # | 463 |
| SEC # | 801-7258 |
| CIK # | 0001329948 |
| AUM | $73.0 BB (2023-03-31) |
| Employees | 2,137 (55% Investors, 75% Brokers) |
| Phone | 215-665-6000 |
| Address | 1717 Arch Street Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001329948 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| Johnson & Johnson | 465.6 | 0.0 | |
| Merck & Co Inc | 232.4 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| Alphabet Inc | 1,475.1 | 0.0 | |
| Procter & Gamble Co | 338.1 | 0.0 | |
| UnitedHealth Group Inc | 477.0 | 0.0 | |
| Chevron Corp | 294.6 | 0.0 | |
| AbbVie Inc | 269.5 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130,080 | 18.9 |
| (b) Individuals (high net worth individuals) | 69,690 | 49.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 740 | 9.4 |
| (h) Charitable organizations | 1,349 | 1.4 |
| (i) State or municipal government entities | 103 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,162 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 203,125 | 81.3 |
| By Discretionary | ||
| Discretionary | 146,912 | 49.4 |
| Non-Discretionary | 56,213 | 31.9 |
| Total | 203,125 | 81.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 81.0 | |
| Total | 203,125 | 81.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001329948] | |
| SC 13G | [0001329948] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CI Private Wealth LLC
✚
|
FL | 94.6 |
|
Record Currency Management Limited
✚
|
83.1 | |
|
Cambridge Investment Research Advisors Inc
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|
IA | 82.4 |
|
MML Investors Services LLC
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|
MA | 58.8 |
|
Wealth Enhancement Advisory Services LLC
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|
MN | 56.4 |
|
Rathbones Investment Management Limited
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|
54.5 | |
|
Truist Advisory Services Inc
✚
|
GA | 53.2 |
|
Invesco Asset Management Japan Limited
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|
49.1 | |
|
Cetera Advisor Networks LLC
✚
|
CA | 46.7 |
|
Mawer Investment Management Ltd
✚
|
46.1 |