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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Martin Javan von
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|---|---|
| CRD # | 335035 |
| SEC # | 801-132183 |
| CIK # | |
| AUM | $407.8 M (2025-07-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 717-336-9229 |
| Address | |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 1.4 |
| (b) Individuals (high net worth individuals) | 10 | 399.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 88 | 407.8 |
| By Discretionary | ||
| Discretionary | 26 | 9.8 |
| Non-Discretionary | 62 | 398.0 |
| Total | 88 | 407.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.8 | |
| Total | 88 | 407.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hixon Zuercher LLC
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|
OH | 0.4 |
|
Muhlenkamp & Co Inc
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|
PA | 0.4 |
|
Barnes Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Retirement Consulting Group Inc
✚
|
OR | 0.4 |
|
Cloud Capital LLC
✚
|
0.4 | |
|
Five Oceans Advisors LLC
✚
|
0.4 | |
|
IMS Capital Management Inc
✚
|
OR | 0.4 |
|
Spectrum Financial Alliance Ltd LLC
✚
|
KY | 0.4 |
|
M1 Capital Management
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|
MI | 0.4 |
|
Mason & Associates LLC
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|
VA | 0.4 |