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| Jonathan Roberts Advisory Group Inc
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| |
|---|---|
| CRD # | 112294 |
| SEC # | 801-60722 |
| CIK # | |
| AUM | $5.7 BB (2024-03-28) |
| Employees | 512 (85% Investors, 89% Brokers) |
| Phone | 813-935-6776 |
| Address | 4301 Anchor Plaza Parkway Tampa, FL 33634 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23,453 | 3.6 |
| (b) Individuals (high net worth individuals) | 1,873 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 23 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 256 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 25,612 | 5.7 |
| By Discretionary | ||
| Discretionary | 19,680 | 4.2 |
| Non-Discretionary | 5,932 | 1.6 |
| Total | 25,612 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 25,612 | 5.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Intellicents Investment Solutions Inc
✚
|
MN | 6.0 |
|
Snowden Capital Advisors LLC
✚
|
NY | 5.9 |
|
NorthRock Partners LLC
✚
|
MN | 5.8 |
|
Zhang Financial LLC
✚
|
MI | 5.7 |
|
Frontier Asset Management LLC
✚
|
WY | 5.7 |
|
Crestwood Advisors Group LLC
✚
|
MA | 5.7 |
|
Richmond Capital Management Inc
✚
|
VA | 5.6 |
|
Annex Advisory Services LLC
✚
|
WI | 5.6 |
|
HBK Sorce Advisory LLC
✚
|
PA | 5.6 |
|
Sigma Planning Corporation
✚
|
MI | 5.6 |