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|
| Keyboard |
| JJSA Advisors Ltd
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|
|---|---|
| CRD # | 116460 |
| SEC # | 801-134015 |
| CIK # | |
| AUM | 154.3 M (2026-03-12) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 757-473-0004 |
| Address | 4456 Corporation Lane Virginia Beach, VA 23462 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 57.5 |
| (b) Individuals (high net worth individuals) | 46 | 96.8 |
| (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 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 587 | 154.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 587 | 154.3 |
| Total | 587 | 154.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.3 | |
| Total | 587 | 154.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Richwood Investment Advisors LLC
✚
|
OH | 155.1 M |
|
Merrithew & Thorsten Inc
✚
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CA | 155.0 M |
|
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✚
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AR | 155.0 M |
|
Decision Investments Inc
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|
RBG Wealth Advisors LLC
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|
Butler Financial Services Inc
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|
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|
Capital Achievements LLC
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|
154.6 M | |
|
Diversified Planning Strategies Advisors LLC
✚
|
NJ | 154.4 M |
|
Shining Rock Advisors LLC
✚
|
NC | 153.8 M |
|
Worthington Financial Partners LLC
✚
|
OH | 153.7 M |