JW Korth & Company Limited Partnership

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Assets, Funds, Holdings

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JW Korth & Company Limited Partnership
CRD #26455
SEC #801-85185
CIK #
AUM $205.2 MM (2024-03-29)
Employees 19 (26% Investors, 84% Brokers)
Phone80045416281
Address6500 Centurion Drive
Lansing, MI 48917
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 4 5.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 199.8
(n) Other 0 0.0
Total 13 205.2
By Discretionary
Discretionary 6 12.1
Non-Discretionary 7 193.1
Total 13 205.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 205.2
Total 13 205.2
Comparable Firms State AUM ($BB)
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OH 0.2
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NV 0.2
Powers Advisory Group LLC
IL 0.2
Define Financial LLC
CA 0.2
MHS Advisory Services LLC
MN 0.2
Apex Capital Management LLC
LA 0.2
Blodgett Wealth Advisors LLC
CA 0.2
Capstone Wealth Management Group LLC
PA 0.2
RMW Advisors LLC
TX 0.2
Hansen & Associates Financial Group Inc
CA 0.2
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