JJB Hilliard WL Lyons LLC

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Assets, Funds, Holdings

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JJB Hilliard WL Lyons LLC
CRD #453
SEC #801-23120
CIK #
AUM
Employees 1,025 (37% Investors, 65% Brokers)
Phone502-588-8400
Address500 West Jefferson Street
Louisville, KY 40202
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
10.08.06.04.02.00.01999200720152024
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 29,063 6.6
(b) Individuals (high net worth individuals) 1,561 2.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 184 0.1
(h) Charitable organizations 139 0.2
(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 65 0.1
(n) Other 0 0.0
Total 31,198 9.3
By Discretionary
Discretionary 17,113 4.9
Non-Discretionary 14,085 4.4
Total 31,198 9.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 9.3
Total 31,198 9.3
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