|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Jones & Associates Premier Financial Solutions LLC
✚
|
|
|---|---|
| CRD # | 152930 |
| SEC # | 801-119927 |
| CIK # | 0002026124 |
| AUM | $196.6 M (2025-03-11) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 541-500-4321 |
| Address | 2436 W Main Street Medford, OR 97501 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 468 | 127.8 |
| (b) Individuals (high net worth individuals) | 41 | 68.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,355 | 196.6 |
| By Discretionary | ||
| Discretionary | 1,317 | 195.6 |
| Non-Discretionary | 38 | 0.9 |
| Total | 1,355 | 196.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.6 | |
| Total | 1,355 | 196.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0002026124] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stride Investments LLC
✚
|
IL | 0.2 |
|
DH Hill Advisors Inc
✚
|
TX | 0.2 |
|
Lumina Wealth Management LLC
✚
|
NC | 0.2 |
|
Faith Investor Services LLC
✚
|
0.2 | |
|
Westview Management LLC
✚
|
VT | 0.2 |
|
Prossimo Advisors LLC
✚
|
CA | 0.2 |
|
Foundation Capital Management LLC
✚
|
PA | 0.2 |
|
Sacks & Associates LLC
✚
|
NJ | 0.2 |
|
1620 Investment Advisors Inc
✚
|
MA | 0.2 |
|
BB Graham & Company Inc
✚
|
CA | 0.2 |