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| JCN Financial & Tax Advisory Group LLC
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| |
|---|---|
| CRD # | 174358 |
| SEC # | 801-122132 |
| CIK # | 0001669902 |
| AUM | $83.2 MM (2024-01-02) |
| Employees | 11 (18% Investors, 0% Brokers) |
| Phone | 877-755-0488 |
| Address | 18212 E Petroleum Drive Baton Rouge, LA 70809 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 60.0 |
| (b) Individuals (high net worth individuals) | 15 | 23.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 617 | 83.2 |
| By Discretionary | ||
| Discretionary | 617 | 83.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 617 | 83.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 83.2 | |
| Total | 617 | 83.2 |
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|---|---|---|
|
The Hajdari Group LLC
✚
|
NY | 0.1 |
|
Ormonde USA LLC
✚
|
0.1 | |
|
Conway Partners Management LLC
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NY | 0.1 |
|
Alsworth Capital Management LLC
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|
NY | 0.1 |
|
Pin Wealth LLC
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|
MA | 0.1 |
|
Atrato Asset Management LLC
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WA | 0.1 |
|
Finhabits Advisors LLC
✚
|
NY | 0.1 |
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 0.1 |
|
Lifegoal Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Grupp Financial LLC
✚
|
WY | 0.1 |