|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| MARS Jewett Financial Group Inc
✚
|
|
|---|---|
| CRD # | 297388 |
| SEC # | 801-113548 |
| CIK # | |
| AUM | $734.7 M (2025-03-28) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 425-289-5000 |
| Address | 11235 SE 6th Street Bellevue, WA 98004 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 469 | 258.7 |
| (b) Individuals (high net worth individuals) | 202 | 475.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,967 | 734.7 |
| By Discretionary | ||
| Discretionary | 1,942 | 729.4 |
| Non-Discretionary | 25 | 5.2 |
| Total | 1,967 | 734.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 734.7 | |
| Total | 1,967 | 734.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Shulman Demeo Asset Management LLC
✚
|
NY | 0.8 |
|
Pinney & Scofield Inc
✚
|
MA | 0.7 |
|
Warner Financial Inc
✚
|
MD | 0.7 |
|
Mountain Capital Investment Advisors Inc
✚
|
CO | 0.7 |
|
Financial Resources Groupcom LLC
✚
|
WA | 0.7 |
|
CGC Financial Services LLC
✚
|
OR | 0.7 |
|
Centric Wealth Management LLC
✚
|
IL | 0.7 |
|
Storge Partners Economic Studies LLC
✚
|
FL | 0.7 |
|
Lighthouse Wealth Strategies LLC
✚
|
WA | 0.7 |
|
The Advocate Group LLC
✚
|
MN | 0.7 |