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| Jericho Financial LLP
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|---|---|
| CRD # | 288801 |
| SEC # | 801-120540 |
| CIK # | 0001841173 |
| AUM | $191.5 M (2025-03-03) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 614-948-0039 |
| Address | 38A Commerce Park Drive Westerville, OH 43082 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 9.9 | ||
| Microsoft Corp | 8.3 | ||
| Facebook Inc | 8.2 | ||
| Broadcom Inc | 7.9 | ||
| J P Morgan Chase & Co | 7.5 | ||
| Nvidia Corp | 7.4 | ||
| Amazon Com Inc | 7.1 | ||
| Alphabet Inc | 6.5 | ||
| Apple Inc | 6.5 | ||
| VISA Inc | 5.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 340 | 99.5 |
| (b) Individuals (high net worth individuals) | 29 | 71.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 20.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 945 | 191.5 |
| By Discretionary | ||
| Discretionary | 945 | 191.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 945 | 191.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.5 | |
| Total | 945 | 191.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001841173] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kennedy Wealth and Tax Management Inc
✚
|
CT | 0.2 |
|
Keystone Wealth Advisors Incorporated
✚
|
MN | 0.2 |
|
Ward & Associates
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|
CA | 0.2 |
|
Harbour Wealth Management Group Inc
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|
SC | 0.2 |
|
Haverdink Financial Management LLC
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|
MI | 0.2 |
|
Wernau Asset Management Inc
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|
MA | 0.2 |
|
Ball & Company Wealth Management Inc
✚
|
0.2 | |
|
Williams Financial LLC
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|
VT | 0.2 |
|
Kohlhepp Investment Advisors Ltd
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|
PA | 0.2 |
|
Trend Trade Pro LLC
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|
CA | 0.2 |