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JFS Wealth Advisors LLC
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CRD # | 145051 |
SEC # | 801-68333 |
CIK # | 0001568068 |
AUM | $3.0 BB (2023-03-31) |
Employees | 74 (35% Investors, 0% Brokers) |
Phone | 724-962-3200 |
Address | 1479 N Hermitage Rd Hermitage, PA 16148 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.0 | |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,324 | 0.5 |
(b) Individuals (high net worth individuals) | 664 | 2.3 |
(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 | 63 | 0.4 |
(h) Charitable organizations | 38 | 0.1 |
(i) State or municipal government entities | 8 | 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 | 6 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 5,867 | 3.5 |
By Discretionary | ||
Discretionary | 5,519 | 3.1 |
Non-Discretionary | 348 | 0.4 |
Total | 5,867 | 3.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 3.5 | |
Total | 5,867 | 3.5 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001568068] |
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