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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Jennings & Associates Financial Advisors LLC
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| CRD # | 312706 |
| SEC # | 801-128650 |
| CIK # | |
| AUM | $208.4 M (2025-03-14) |
| Employees | 8 (62% Investors, 50% Brokers) |
| Phone | 270-448-1010 |
| Address | 1920 Broadway Street Paducah, KY 42001 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 78.1 |
| (b) Individuals (high net worth individuals) | 162 | 126.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,006 | 208.4 |
| By Discretionary | ||
| Discretionary | 1,006 | 208.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,006 | 208.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.4 | |
| Total | 1,006 | 208.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Corporation of America Inc
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|
FL | 0.2 |
|
Williamson Legacy Group LLC
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|
0.2 | |
|
Street Capital Partners LLC
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|
IN | 0.2 |
|
Delta Financial Advisors Inc
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|
MD | 0.2 |
|
Accordant Advisory Group Inc
✚
|
MD | 0.2 |
|
Hemisphere Partners LLC
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|
NY | 0.2 |
|
Lanier Financial Group LLC
✚
|
GA | 0.2 |
|
Toro West Capital Advisors LLC
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|
CO | 0.2 |
|
Cardinal Wealth Advisory LLC
✚
|
TN | 0.2 |
|
The Foundry Financial Group Inc
✚
|
NH | 0.2 |