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⚲
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| Juncture Wealth Strategies LLC
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| |
|---|---|
| CRD # | 298110 |
| SEC # | 801-113927 |
| CIK # | 0001632866 |
| AUM | $332.8 MM (2024-03-18) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 480-253-4100 |
| Address | 8777 E Via de Ventura Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ONTO | 3,553.2 | 1.9 | |
| CPRX | 707.1 | 1.5 | |
| AXON | 6,746.1 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 26.2 |
| (b) Individuals (high net worth individuals) | 139 | 304.4 |
| (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 | 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 | 769 | 332.8 |
| By Discretionary | ||
| Discretionary | 754 | 324.2 |
| Non-Discretionary | 15 | 8.7 |
| Total | 769 | 332.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 332.8 | |
| Total | 769 | 332.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001632866] |
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|---|---|---|
|
Mystic Asset Management Inc
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|
RI | 0.3 |
|
Quad-Cities Investment Group LLC
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IA | 0.3 |
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KKM Financial LLC
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IL | 0.3 |
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Martin Capital Partners LLC
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OR | 0.3 |
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Peregrine Investment Advisors LLC
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MS | 0.3 |
|
Smith Financial Investment Advisors Inc
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IN | 0.3 |
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Capasso Planning Partners LLC
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SC | 0.3 |
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Signature Wealth Management Partners LLC
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NJ | 0.3 |
|
Alphaq Advisors LLC
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FL | 0.3 |
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Joule Financial LLC
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KY | 0.3 |