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| Happy Holidays!! thanks for using AUM13F!! |
| JMS Capital Group Wealth Services LLC
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|---|---|
| CRD # | 281325 |
| SEC # | 801-106661 |
| CIK # | 0001666768 |
| AUM | $161.3 M (2025-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 412-415-1177 |
| Address | 417 Thorn Street Sewickley, PA 15143 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 259 | 44.3 |
| (b) Individuals (high net worth individuals) | 151 | 81.9 |
| (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 | 4 | 34.0 |
| (h) Charitable organizations | 1 | 1.2 |
| (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 | 415 | 161.3 |
| By Discretionary | ||
| Discretionary | 406 | 127.4 |
| Non-Discretionary | 9 | 34.0 |
| Total | 415 | 161.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.3 | |
| Total | 415 | 161.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| SC 13D | [0001666768] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| JMS Capital Group Wealth Services LLC | AEHR Test Systems | [2017-02-08] |
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