|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Jemma Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 284198 |
| SEC # | 801-126937 |
| CIK # | |
| AUM | $145.9 M (2025-03-26) |
| Employees | 5 (100% Investors, 80% Brokers) |
| Phone | 855-662-2121 |
| Address | 810 Gleneagles Court Baltimore, MD 21286 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 54.6 |
| (b) Individuals (high net worth individuals) | 71 | 90.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 589 | 145.9 |
| By Discretionary | ||
| Discretionary | 560 | 119.2 |
| Non-Discretionary | 29 | 26.7 |
| Total | 589 | 145.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.9 | |
| Total | 589 | 145.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clutinger Williams & Verhoye Inc
✚
|
CA | 0.1 |
|
Dempsey Investment Management LLC
✚
|
VT | 0.1 |
|
LCR Wealth Management LLC
✚
|
CT | 0.1 |
|
Platt Investment Counsel LLC
✚
|
0.1 | |
|
Allegiance Financial Group Inc
✚
|
ME | 0.1 |
|
TEPP RIA LLC
✚
|
NJ | 0.1 |
|
Genereux Investment Management Inc
✚
|
0.1 | |
|
Creative Investment Group LLC
✚
|
TN | 0.1 |
|
Wickham Financial Group Inc
✚
|
GA | 0.1 |
|
Financial Partners LLC
✚
|
NM | 0.1 |