Juncture Asset Management LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Juncture Asset Management LLC ✚
CRD #	306349
SEC #	801-117972
CIK #
AUM
Employees	6 (83% Investors, 0% Brokers)
Phone	480-253-4100
Address	8777 E Via de Ventura Scottsdale, AZ 85258
Source	[IAPD]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
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

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