⚲
|
Joule Financial LLC
✚
|
|
---|---|
CRD # | 320791 |
SEC # | 801-125024 |
CIK # | 0001929070 |
AUM | $332.0 MM (2024-07-17) |
Employees | 7 (71% Investors, 0% Brokers) |
Phone | 859-881-0777 |
Address | 1216 S Broadway Lexington, KY 40504 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GOOGL | 1,475,138.5 | 2.3 | |
UBER | 43,357.6 | 1.8 | |
MSFT | 1,918,222.4 | 1.7 | |
IBM | 127,593.9 | 1.6 | |
GPC | 19,179.1 | 1.5 | |
TSLA | 723,390.3 | 1.4 | |
CCJ | 8,999.9 | 1.1 | |
DIS | 174,716.7 | 1.0 | |
PRU | 36,630.0 | 1.0 | |
PG | 338,108.9 | 1.0 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 556 | 146.8 |
(b) Individuals (high net worth individuals) | 101 | 180.3 |
(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 | 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 | 1.9 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 1,822 | 332.0 |
By Discretionary | ||
Discretionary | 1,822 | 332.0 |
Non-Discretionary | 0 | 0.0 |
Total | 1,822 | 332.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 332.0 | |
Total | 1,822 | 332.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001929070] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Peregrine Investment Advisors LLC
✚
|
MS | 0.3 |
Juncture Wealth Strategies LLC
✚
|
AZ | 0.3 |
Smith Financial Investment Advisors Inc
✚
|
IN | 0.3 |
Capasso Planning Partners LLC
✚
|
SC | 0.3 |
Signature Wealth Management Partners LLC
✚
|
NJ | 0.3 |
Alphaq Advisors LLC
✚
|
FL | 0.3 |
Freedom Fiduciaries LLC
✚
|
ID | 0.3 |
Trueblood Wealth Management LLC
✚
|
OH | 0.3 |
Reedmark Advisors LLC
✚
|
NJ | 0.3 |
Camarda Financial Advisors LLC
✚
|
FL | 0.3 |