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| Keyboard |
| Jennings & Associates Financial Advisors LLC
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|---|---|
| CRD # | 312706 |
| SEC # | 801-128650 |
| CIK # | |
| AUM | 240.1 M (2026-03-31) |
| Employees | 8 (62% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 270-448-1010 |
| Address | 1920 Broadway Street Paducah, KY 42001 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 504 | 90.8 |
| (b) Individuals (high net worth individuals) | 176 | 145.7 |
| (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 | 8 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,117 | 240.1 |
| By Discretionary | ||
| Discretionary | 1,117 | 240.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,117 | 240.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.1 | |
| Total | 1,117 | 240.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Interactive Financial Advisors Inc
✚
|
IL | 240.4 M |
|
Keystone Financial Services LLC
✚
|
NE | 240.3 M |
|
Lumina Wealth Management LLC
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|
NC | 240.2 M |
|
Allied Portfolio Management Inc
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AZ | 240.2 M |
|
Legend Capital Advisors LLC
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240.2 M | |
|
True Wealth Advisory Group LLC
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|
FL | 240.1 M |
|
IFS Group LLC
✚
|
PA | 240.0 M |
|
Loyola Asset Management LLC
✚
|
FL | 239.9 M |
|
Marest Capital LLC
✚
|
CA | 239.8 M |
|
Brewster Financial Planning LLC
✚
|
NY | 239.7 M |