|
⚲
|
| JOSS Brown Wealth Advisors Group LLC
✚
| |
|---|---|
| CRD # | 324719 |
| SEC # | 801-127223 |
| CIK # | |
| AUM | $115.7 MM (2024-02-05) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 757-903-2127 |
| Address | 1321 Jamestown Road, Suite 201 Williamsburg, VA 23185 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 36.3 |
| (b) Individuals (high net worth individuals) | 40 | 76.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 490 | 115.7 |
| By Discretionary | ||
| Discretionary | 393 | 97.1 |
| Non-Discretionary | 97 | 18.6 |
| Total | 490 | 115.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.7 | |
| Total | 490 | 115.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Income & Asset Advisory Inc
✚
|
NY | 0.1 |
|
Hidden Hills Wealth LLC
✚
|
CA | 0.1 |
|
Bourke Wealth Management
✚
|
CA | 0.1 |
|
Equity Advisors of Kentucky Inc
✚
|
KY | 0.1 |
|
Peachcap Tax & Advisory LLC
✚
|
GA | 0.1 |
|
Avocet Capital Management LLC
✚
|
IL | 0.1 |
|
UP Strategic Wealth Investment Advisors LLC
✚
|
PA | 0.1 |
|
Chancellor Wealth Management Inc
✚
|
GA | 0.1 |
|
White & Company Financial Planning Inc
✚
|
WA | 0.1 |
|
Cedar Spring Advisors LLC
✚
|
PA | 0.1 |