|
⚲
|
| Jarvis Financial Services Inc
✚
|
|
|---|---|
| CRD # | 165682 |
| SEC # | 801-110124 |
| CIK # | |
| AUM | $151.8 MM (2023-03-30) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 253-838-9703 |
| Address | 33308 13th Place S Federal Way, WA 98003-6390 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 48.2 |
| (b) Individuals (high net worth individuals) | 69 | 103.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 600 | 151.8 |
| By Discretionary | ||
| Discretionary | 589 | 151.1 |
| Non-Discretionary | 11 | 0.7 |
| Total | 600 | 151.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.8 | |
| Total | 600 | 151.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Forest Asset Management LLC
✚
|
IL | 0.2 |
|
Southern Capital Services Inc
✚
|
AL | 0.2 |
|
Ryan & Hoppe Investment Management LLC
✚
|
MN | 0.2 |
|
Bersot Capital Management LLC
✚
|
CA | 0.2 |
|
Heritage Financial Counselors LLC
✚
|
NJ | 0.2 |
|
North Star Advisory Group LLC
✚
|
OH | 0.2 |
|
Forbes Financial Planning Inc
✚
|
RI | 0.2 |
|
Powell Financial Inc
✚
|
NC | 0.2 |
|
Equita Financial Network Inc
✚
|
PA | 0.2 |
|
BPP Wealth Solutions LLC
✚
|
NJ | 0.2 |