|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| JK Financial Inc
✚
|
|
|---|---|
| CRD # | 114929 |
| SEC # | 801-116829 |
| CIK # | |
| AUM | $172.7 M (2025-02-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 214-706-4300 |
| Address | 8222 Douglas Ave Dallas, TX 75225 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.7 |
| (b) Individuals (high net worth individuals) | 116 | 171.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 403 | 172.7 |
| By Discretionary | ||
| Discretionary | 403 | 172.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 403 | 172.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.7 | |
| Total | 403 | 172.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cullen Patterson Capital Management LLC
✚
|
CA | 0.2 |
|
Picea Capital LLC
✚
|
FL | 0.2 |
|
Holos Integrated Wealth LLC
✚
|
PA | 0.2 |
|
FLAX Pond Capital LLC
✚
|
0.2 | |
|
Signet Private Wealth LLC
✚
|
IL | 0.2 |
|
NICH Capital Partners Inc
✚
|
0.2 | |
|
Davis Private Wealth LLC
✚
|
FL | 0.2 |
|
Rutherford Asset Planning Inc
✚
|
FL | 0.2 |
|
WOLD Financial Group LLC
✚
|
MN | 0.2 |
|
Farrell Financial LLC
✚
|
NY | 0.2 |