Jeffrey Jay Bogdanovich

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Jeffrey Jay Bogdanovich ✚
CRD #	116557
SEC #	801-63131
CIK #
AUM
Employees	3 (33% Investors, 0% Brokers)
Phone	206-522-4478
Address	100 2nd Ave S Edmonds, WA 98020-3512
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
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

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