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| Jemma Investment Advisors LLC
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| |
|---|---|
| CRD # | 284198 |
| SEC # | 801-126937 |
| CIK # | |
| AUM | $98.8 MM (2024-03-25) |
| Employees | 6 (100% Investors, 67% Brokers) |
| Phone | 855-662-2121 |
| Address | 810 Gleneagles Court Baltimore, MD 21286 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 52.6 |
| (b) Individuals (high net worth individuals) | 44 | 46.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 571 | 98.8 |
| By Discretionary | ||
| Discretionary | 544 | 75.9 |
| Non-Discretionary | 27 | 22.9 |
| Total | 571 | 98.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 98.8 | |
| Total | 571 | 98.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
VCP Financial LLC
✚
|
NY | 0.1 |
|
Compass Retirement Group LLC
✚
|
MO | 0.1 |
|
RASP Wealth Solutions LLC
✚
|
IN | 0.1 |
|
Tax Efficient Asset Management Solution Inc
✚
|
CA | 0.1 |
|
Revolution Partners LLC
✚
|
TN | 0.1 |
|
M & A Consulting Group LLC
✚
|
TX | 0.1 |
|
KRD Wealth Management LLC
✚
|
IL | 0.1 |
|
Account Management LLC
✚
|
MA | 0.1 |
|
Investor's Advantage LLC
✚
|
TX | 0.1 |
|
AUA Private Wealth Advisors LLC
✚
|
PA | 0.1 |