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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| John Hancock Personal Financial Services LLC
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|---|---|
| CRD # | 174433 |
| SEC # | 801-80927 |
| CIK # | 0001725946 |
| AUM | $2.0 B (2025-05-02) |
| Employees | 163 (7% Investors, 54% Brokers) |
| Phone | 617-572-0109 |
| Address | 200 Berkeley Street Boston, MA 02116 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32,382 | 1.8 |
| (b) Individuals (high net worth individuals) | 163 | 0.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 32,545 | 2.0 |
| By Discretionary | ||
| Discretionary | 32,545 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 32,545 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 32,545 | 2.0 |
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|---|---|---|
|
Chas P Smith & Associates PA Cpa's
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|
FL | 2.7 |
|
Berger Financial Group Inc
✚
|
MN | 2.5 |
|
Baltimore-Washington Financial Advisors Inc
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|
MD | 2.5 |
|
Key Financial Inc
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|
Motley Fool Wealth Management LLC
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VA | 2.2 |
|
VISE AI Advisors LLC
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NY | 2.2 |
|
SOFI Wealth LLC
✚
|
CA | 1.5 |
|
Forte Capital LLC
✚
|
NY | 1.5 |
|
Armstrong Advisory Group Inc
✚
|
MA | 1.4 |
|
Ullman John & Associates Inc
✚
|
NY | 1.4 |