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⚲
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| JNBA Financial Advisors LLC
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|
|
|---|---|
| CRD # | 106550 |
| SEC # | 801-21522 |
| CIK # | 0001569118 |
| AUM | $1.5 BB (2024-03-27) |
| Employees | 36 (83% Investors, 0% Brokers) |
| Phone | 952-844-0995 |
| Address | 8500 Normandale Lake Blvd Bloomington, MN 55437 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 36.3 | ||
| AFL | 36,008.8 | 19.5 | |
| APG | 3,647.1 | 12.5 | |
| MSFT | 1,918,222.4 | 11.9 | |
| IAU | 8.2 | ||
| GLDM | 7.9 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 622 | 279.8 |
| (b) Individuals (high net worth individuals) | 397 | 1,198.3 |
| (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 | 3.8 |
| (h) Charitable organizations | 8 | 23.0 |
| (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 | 3,685 | 1,504.9 |
| By Discretionary | ||
| Discretionary | 3,685 | 1,504.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,685 | 1,504.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,504.9 | |
| Total | 3,685 | 1,504.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001569118] |
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|---|---|---|
|
Aveo Capital Partners LLC
✚
|
CO | 1.5 |
|
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|
FL | 1.5 |
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|
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Tom Johnson Investment Management LLC
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|
1.5 | |
|
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OH | 1.5 |
|
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|
GA | 1.5 |