|
⚲
|
| Jeffrey Jay Bogdanovich
✚
| |
|---|---|
| CRD # | 116557 |
| SEC # | 801-63131 |
| CIK # | |
| AUM | $270.9 MM (2024-03-01) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 206-522-4478 |
| Address | 100 2nd Ave S Edmonds, WA 98020-3512 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 35.7 |
| (b) Individuals (high net worth individuals) | 85 | 234.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 520 | 270.9 |
| By Discretionary | ||
| Discretionary | 520 | 270.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 520 | 270.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.9 | |
| Total | 520 | 270.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Douglas Capital Management Inc
✚
|
FL | 0.3 |
|
Financial Arcitects Inc
✚
|
MI | 0.3 |
|
Homan Wealth Advisors LLC
✚
|
NE | 0.3 |
|
MacroView Investment Management LLC
✚
|
MD | 0.3 |
|
Pointoak Retirement Advisors LLC
✚
|
VA | 0.3 |
|
Rockingstone Advisors LLC
✚
|
MA | 0.3 |
|
One Wealth Capital Management LLC
✚
|
AZ | 0.3 |
|
Stableford Capital LLC
✚
|
AZ | 0.3 |
|
Capital Cities Investments
✚
|
IN | 0.3 |
|
William Joseph Capital Management Inc
✚
|
CT | 0.3 |