|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| JFS Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 145051 |
| SEC # | 801-68333 |
| CIK # | 0001568068 |
| AUM | $4.0 B (2025-03-31) |
| Employees | 86 (35% Investors, 0% Brokers) |
| Phone | 724-962-3200 |
| Address | 1479 N Hermitage Rd Hermitage, PA 16148 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,343 | 0.5 |
| (b) Individuals (high net worth individuals) | 761 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 62 | 0.4 |
| (h) Charitable organizations | 36 | 0.1 |
| (i) State or municipal government entities | 5 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,297 | 4.0 |
| By Discretionary | ||
| Discretionary | 6,037 | 3.5 |
| Non-Discretionary | 260 | 0.5 |
| Total | 6,297 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 6,297 | 4.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001568068] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
van Berkom and Associates Inc
✚
|
4.1 | |
|
Ashton Thomas Private Wealth LLC
✚
|
AZ | 4.1 |
|
Texas Yale Capital Corp
✚
|
FL | 4.0 |
|
Larson Financial Group LLC
✚
|
MO | 4.0 |
|
Bridgeway Capital Management LLC
✚
|
TX | 4.0 |
|
Finaccess Advisors LLC
✚
|
FL | 4.0 |
|
Wharton Business Group LLC
✚
|
PA | 4.0 |
|
Highpoint Advisor Group LLC
✚
|
IL | 4.0 |
|
New Century Advisors LLC
✚
|
MD | 4.0 |
|
Karpus Management Inc
✚
|
NY | 4.0 |