|
⚲
|
| JN Private Wealth Management LLC
✚
| |
|---|---|
| CRD # | 327975 |
| SEC # | 801-128771 |
| CIK # | |
| AUM | $114.2 MM (2024-03-21) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 443-319-1200 |
| Address | 10490 Little Patuxent Parkway Columbia, MD 21044 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 17.2 |
| (b) Individuals (high net worth individuals) | 40 | 96.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 245 | 114.2 |
| By Discretionary | ||
| Discretionary | 145 | 79.2 |
| Non-Discretionary | 100 | 35.0 |
| Total | 245 | 114.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.2 | |
| Total | 245 | 114.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hardy Investment Inc
✚
|
TX | 0.1 |
|
Elite Retirement Group Inc
✚
|
WI | 0.1 |
|
Summit Financial Consulting LLC
✚
|
MI | 0.1 |
|
Diversified Asset Management Inc
✚
|
CO | 0.1 |
|
Schmitz Capital Partners LLC
✚
|
CA | 0.1 |
|
Opulen Financial Group LLC
✚
|
VA | 0.1 |
|
Carter Terry & Company Inc
✚
|
GA | 0.1 |
|
Econologics Financial Advisors LLC
✚
|
FL | 0.1 |
|
CornerStone Financial Management LLC
✚
|
MA | 0.1 |
|
Mercantile Advisors I LLC
✚
|
TX | 0.1 |