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| John Hancock Personal Financial Services LLC
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| |
|---|---|
| CRD # | 174433 |
| SEC # | 801-80927 |
| CIK # | 0001725946 |
| AUM | $1.9 BB (2024-06-27) |
| Employees | 149 (5% Investors, 56% Brokers) |
| Phone | 617-572-0109 |
| Address | 200 Berkeley Street Boston, MA 02116 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27,493 | 1.6 |
| (b) Individuals (high net worth individuals) | 234 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27,727 | 1.9 |
| By Discretionary | ||
| Discretionary | 27,727 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27,727 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 27,727 | 1.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Chas P Smith & Associates PA Cpa's
✚
|
FL | 2.4 |
|
The Retirement Planning Group LLC
✚
|
KS | 2.3 |
|
Key Financial Inc
✚
|
PA | 2.2 |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 1.9 |
|
Motley Fool Wealth Management LLC
✚
|
VA | 1.9 |
|
Salomon and Ludwin LLC
✚
|
VA | 1.7 |
|
Berger Financial Group Inc
✚
|
MN | 1.7 |
|
Keystone Financial Group LLC
✚
|
KY | 1.5 |
|
Forte Capital LLC
✚
|
NY | 1.3 |
|
Ullman John & Associates Inc
✚
|
NY | 1.3 |