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| MARS Jewett Financial Group Inc
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|---|---|
| CRD # | 297388 |
| SEC # | 801-113548 |
| CIK # | 0002079098 |
| AUM | 901.4 M (2026-03-31) |
| Employees | 16 (44% Investors, 0% Brokers) |
| Phone | 425-289-5000 |
| Address | 11235 SE 6th Street Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002079098 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 28.1 | ||
| Amazon Com Inc | 5.2 | ||
| Apple Inc | 5.2 | ||
| Nvidia Corp | 4.1 | ||
| Boeing Co | 3.2 | ||
| Costco Wholesale Corp /NEW | 2.8 | ||
| Tesla Motors Inc | 2.4 | ||
| Starbucks Corp | 1.7 | ||
| Johnson & Johnson | 1.7 | ||
| Phillips Edison - ARC Shopping Center REIT Inc | 1.0 | ||
| SPDR Gold Trust | 0.7 | ||
| Pfizer Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Netflix Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 112.1 |
| (b) Individuals (high net worth individuals) | 371 | 789.3 |
| (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 | 2,115 | 901.4 |
| By Discretionary | ||
| Discretionary | 2,077 | 895.6 |
| Non-Discretionary | 38 | 5.8 |
| Total | 2,115 | 901.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 901.4 | |
| Total | 2,115 | 901.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002079098] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
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