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JFG Wealth Management LLC
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CRD # | 285023 |
SEC # | 801-108299 |
CIK # | 0001766972 |
AUM | $901.0 MM (2024-03-13) |
Employees | 39 (67% Investors, 0% Brokers) |
Phone | 720-778-4467 |
Address | 1144 Fifteenth Street Denver, CO 80202 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
ACCD | 561.1 | 3.1 | |
NVDA | 399,550.0 | 0.9 | |
AAPL | 2,382,844.0 | 0.8 | |
AMZN | 1,092,997.8 | 0.7 | |
MSFT | 1,918,222.4 | 0.6 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 8 | 3.6 |
(b) Individuals (high net worth individuals) | 87 | 897.4 |
(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 | 602 | 901.0 |
By Discretionary | ||
Discretionary | 423 | 464.3 |
Non-Discretionary | 179 | 436.7 |
Total | 602 | 901.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 901.0 | |
Total | 602 | 901.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001766972] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
SouthernSun Asset Management LLC
✚
|
TN | 0.9 |
Berkshire Money Management Inc
✚
|
MA | 0.9 |
Versant Capital Management Inc
✚
|
AZ | 0.9 |
Private Portfolio Partners LLC
✚
|
NJ | 0.9 |
Oak Ridge Investments LLC
✚
|
IL | 0.9 |
Rae & Lipskie Investment Counsel Inc
✚
|
0.9 | |
Headinvest LLC
✚
|
ME | 0.9 |
Hemington Wealth Management LLC
✚
|
VA | 0.9 |
van Cleef Asset Management Inc
✚
|
OH | 0.9 |
Haven Global Partners LLC
✚
|
GA | 0.9 |