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| Juncture Asset Management LLC
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| |
|---|---|
| CRD # | 306349 |
| SEC # | 801-117972 |
| CIK # | |
| AUM | $363.4 MM (2024-03-18) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 480-253-4100 |
| Address | 8777 E Via de Ventura Scottsdale, AZ 85258 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 34.4 |
| (b) Individuals (high net worth individuals) | 162 | 326.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 880 | 363.4 |
| By Discretionary | ||
| Discretionary | 861 | 352.5 |
| Non-Discretionary | 19 | 10.9 |
| Total | 880 | 363.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.4 | |
| Total | 880 | 363.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Johnson & White Wealth Management LLC
✚
|
PA | 0.4 |
|
Samalin Investment Counsel LLC
✚
|
NY | 0.4 |
|
Borer Denton & Associates Inc
✚
|
PA | 0.4 |
|
Montgomery Investment Management Inc
✚
|
MD | 0.4 |
|
Garner Asset Management Corporation
✚
|
TX | 0.4 |
|
Access Investment Management LLC
✚
|
GA | 0.4 |
|
Stuart Chausse & Associates Inc
✚
|
CA | 0.4 |
|
Noble Family Wealth LLC
✚
|
FL | 0.4 |
|
Benchmark Wealth Management LLC
✚
|
CT | 0.4 |
|
Decker Wealth Management LLC
✚
|
TN | 0.4 |