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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) |
|---|
| 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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|---|---|---|
|
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✚
|
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|
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|
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|
Accredited Investors Inc
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|
Ritholtz Wealth Management
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