|
⚲
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| JPS Financial LLC
✚
|
|
|---|---|
| CRD # | 169208 |
| SEC # | 801-78803 |
| CIK # | |
| AUM | $232.6 MM (2023-03-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 440-899-6350 |
| Address | 2001 Crocker Road Westlake, OH 44145 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 71.2 |
| (b) Individuals (high net worth individuals) | 71 | 158.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 702 | 232.6 |
| By Discretionary | ||
| Discretionary | 648 | 220.7 |
| Non-Discretionary | 54 | 11.9 |
| Total | 702 | 232.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.6 | |
| Total | 702 | 232.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
PFG Investments LLC
✚
|
OR | 0.2 |
|
First Financial Advisors Inc
✚
|
MI | 0.2 |
|
Legacy Investment Partners LLC
✚
|
KS | 0.2 |
|
Hamrick Investment Counsel LLC
✚
|
WA | 0.2 |
|
Copley Financial Group Inc
✚
|
CA | 0.2 |
|
Cherrydale Wealth Management LLC
✚
|
NJ | 0.2 |
|
Summa Corp
✚
|
TX | 0.2 |
|
MC Byrd Wealth Management LLC
✚
|
TX | 0.2 |
|
Fields Gottscho Capital Management LLC
✚
|
NY | 0.2 |
|
Life Planning Partners Inc
✚
|
FL | 0.2 |