|
⚲
|
| Martin Javan von
✚
|
|
|---|---|
| CRD # | 335035 |
| SEC # | 801-132183 |
| CIK # | |
| AUM | $952.3 M (2026-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 717-336-9229 |
| Address | |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 2.5 |
| (b) Individuals (high net worth individuals) | 15 | 942.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 211 | 952.3 |
| By Discretionary | ||
| Discretionary | 83 | 273.1 |
| Non-Discretionary | 128 | 679.1 |
| Total | 211 | 952.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 952.3 | |
| Total | 211 | 952.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crewcial Partners LLC
✚
|
NY | 1.0 |
|
Veery Capital LLC
✚
|
PA | 1.0 |
|
Garrett Wealth Advisory Group LLC
✚
|
TX | 1.0 |
|
DB Root & Company LLC
✚
|
PA | 1.0 |
|
CornerStone Planning Group Inc
✚
|
NJ | 1.0 |
|
EQ LLC
✚
|
0.9 | |
|
Emerald Advisors LLC
✚
|
WA | 0.9 |
|
Blankinship & Foster LLC
✚
|
CA | 0.9 |
|
Ascension Capital Advisors Inc
✚
|
TX | 0.9 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |