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| Happy Holidays!! thanks for using AUM13F!! |
| JPS Financial LLC
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|---|---|
| CRD # | 169208 |
| SEC # | 801-78803 |
| CIK # | |
| AUM | $302.1 M (2025-02-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 440-899-6350 |
| Address | 2001 Crocker Road Westlake, OH 44145 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 58.5 |
| (b) Individuals (high net worth individuals) | 97 | 227.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 15.6 |
| (n) Other | 0 | 0.0 |
| Total | 742 | 302.1 |
| By Discretionary | ||
| Discretionary | 689 | 287.4 |
| Non-Discretionary | 53 | 14.7 |
| Total | 742 | 302.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 302.1 | |
| Total | 742 | 302.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Consultants Colorado LLC
✚
|
TX | 0.3 |
|
Outwing LLC
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CA | 0.3 |
|
Watershed Private Wealth LLC
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IL | 0.3 |
|
Crestmont Private Wealth LLC
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TX | 0.3 |
|
Old Bridge Capital Management Private Limited
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|
0.3 | |
|
Clay Northam Wealth Management LLC
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|
CA | 0.3 |
|
Green Ridge Wealth Planning LLC
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|
NJ | 0.3 |
|
USA Financial Securities LLC
✚
|
MI | 0.3 |
|
Fai Advisors Inc
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|
MI | 0.3 |
|
Hamilton Capital Partners LLC
✚
|
GA | 0.3 |