|
⚲
|
| The JUNK Investment Group LLC
✚
| |
|---|---|
| CRD # | 104619 |
| SEC # | 801-34480 |
| CIK # | |
| AUM | $419.3 MM (2024-03-11) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 410-584-8100 |
| Address | 307 International Circle Hunt Valley, MD 21030-1439 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 61.4 |
| (b) Individuals (high net worth individuals) | 140 | 357.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,150 | 419.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,150 | 419.3 |
| Total | 1,150 | 419.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.3 | |
| Total | 1,150 | 419.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stark Richard Joseph
✚
|
CO | 0.4 |
|
Planning Directions Inc
✚
|
PA | 0.4 |
|
Horizon Advisory Services Inc
✚
|
NY | 0.4 |
|
McCollum Christoferson Group LLC
✚
|
NY | 0.4 |
|
Dagco Inc
✚
|
OH | 0.4 |
|
Paradiem LLC
✚
|
LA | 0.4 |
|
Wagner Loftin Investment Services LLC
✚
|
CA | 0.4 |
|
Innovative Wealth Building LLC
✚
|
MD | 0.4 |
|
Lewis Financial Management LLC
✚
|
NC | 0.4 |
|
Southern Capital Advisors LLC
✚
|
TN | 0.4 |