Threlkeld Virgil John

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Threlkeld Virgil John ✚
CRD #	280028
SEC #	801-128284
CIK #
AUM
Employees	6 (100% Investors, 67% Brokers)
Phone	925-837-1600
Address	3189 Danville Blvd Suite 280 Alamo, CA 94507
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	207	109.7
(b) Individuals (high net worth individuals)	8	26.8
(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	215	136.4
By Discretionary
Discretionary	215	136.4
Non-Discretionary	0	0.0
Total	215	136.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		136.4
Total	215	136.4

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