|
⚲
|
| MARS Jewett Financial Group Inc
✚
|
|
|---|---|
| CRD # | 297388 |
| SEC # | 801-113548 |
| CIK # | |
| AUM | $530.7 MM (2023-03-17) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 425-289-5000 |
| Address | 11235 SE 6th Street Bellevue, WA 98004 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 420 | 233.9 |
| (b) Individuals (high net worth individuals) | 163 | 371.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,626 | 605.0 |
| By Discretionary | ||
| Discretionary | 1,612 | 602.8 |
| Non-Discretionary | 14 | 2.2 |
| Total | 1,626 | 605.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.0 | |
| Total | 1,626 | 605.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lifecycle Financial Planners Inc
✚
|
MI | 0.5 |
|
Delta Investment Management LLC
✚
|
CA | 0.5 |
|
Steward Financial Group LLC
✚
|
TX | 0.5 |
|
Parsons Capital Management LLC
✚
|
PA | 0.5 |
|
Kraft Davis & Associates LLC
✚
|
MO | 0.5 |
|
R S Crum Inc
✚
|
CA | 0.5 |
|
Haymarket Wealth Management LLC
✚
|
NJ | 0.5 |
|
Pacific Capital Wealth Advisors Inc
✚
|
CA | 0.5 |
|
Aberdeen Wealth Management LLC
✚
|
IL | 0.5 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.5 |