|
⚲
|
| JJP Capital Management Inc
✚
|
|
|---|---|
| CRD # | 105374 |
| SEC # | 801-20567 |
| CIK # | |
| AUM | $286.8 MM (2023-03-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 573-442-2763 |
| Address | 112 South College Avenue Columbia, MO 65201 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 49.5 |
| (b) Individuals (high net worth individuals) | 21 | 229.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 286.8 |
| By Discretionary | ||
| Discretionary | 184 | 286.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 286.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.8 | |
| Total | 184 | 286.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dupree Financial Group LLC
✚
|
KY | 0.3 |
|
Private Income Capital Management
✚
|
WA | 0.3 |
|
HOEY Investments Inc
✚
|
PA | 0.3 |
|
Auour Investments LLC
✚
|
MA | 0.3 |
|
Houlihan Financial Resource Group Ltd
✚
|
VA | 0.3 |
|
Stuart Chaussee & Associates Inc
✚
|
CA | 0.3 |
|
Cross Financial Advisors LLC
✚
|
OR | 0.3 |
|
Stonehearth Capital Management LLC
✚
|
MA | 0.3 |
|
Forza Wealth Management LLC
✚
|
FL | 0.3 |
|
Weybosset Research & Management LLC
✚
|
RI | 0.3 |