|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| JK Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 305987 |
| SEC # | 801-129804 |
| CIK # | |
| AUM | $127.1 M (2025-02-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 860-781-8341 |
| Address | 49 Welles St Glastonbury, CT 06033 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 23.5 |
| (b) Individuals (high net worth individuals) | 57 | 103.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 453 | 127.1 |
| By Discretionary | ||
| Discretionary | 453 | 127.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 453 | 127.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.1 | |
| Total | 453 | 127.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oakmont Advisory Group LLC
✚
|
NM | 0.1 |
|
Trinity Investment Management LLC
✚
|
TX | 0.1 |
|
GeoVest Advisors Inc
✚
|
NY | 0.1 |
|
Echelons Capital LLC
✚
|
UT | 0.1 |
|
Forrest Financial Services LLC
✚
|
IA | 0.1 |
|
Mayfield Advisors Inc
✚
|
CA | 0.1 |
|
S R Schill & Associates Inc
✚
|
WA | 0.1 |
|
Chelsea Advisory Services Inc
✚
|
NY | 0.1 |
|
Concert Investment Advisory LLC
✚
|
0.1 | |
|
Integrity Wealth Management Inc
✚
|
WA | 0.1 |