Jackson Grant Investment Advisers Inc - AUM 13F

Jackson Grant Investment Advisers Inc CRD # 108156: SEC # 801-56267: CIK # 0001650300: AUM: $421.6 MM (2023-02-05) Employees


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Jackson Grant Investment Advisers Inc - AUM 13F

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Jackson Grant Investment Advisers Inc CRD # 108156: SEC # 801-56267: CIK # 0001650300: AUM: $421.6 MM (2023-02-05) Employees

aum13f.com

$462109722
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JACKSON, GRANT INVESTMENT ADVISERS, INC. Top 13F Holdings …

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Jackson, Grant Investment Advisers is a large advisory firm with 94 clients and discretionary assets under management (AUM) of $462,109,722 (Form ADV from 2024-05-14). Their last …

whalewisdom.com

$247
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Jackson, Grant Investment Advisers 13F Annual Report

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$247 billion Assets Under Management (AUM) As of 9th July 2024, Jackson, Grant Investment Advisers’s top holding is 61,466 shares of Spdr S&p 500 Etf Tr currently worth over $33.5 …

wallmine.com

$142614000
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Jackson Grant Investment Advisers Inc. AUM History

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This represents an AUM growth over that time frame, of $142,614,000, for Jackson Grant Investment Advisers Inc. AUM. Jackson Grant Investment Advisers Inc. AUM History. Below is …

holdingschannel.com

$494.40
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Jackson, Grant Investment Advisers AUM, Funds & Holdings Data

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Jackson, Grant Investment Advisers is an investment advisor in Stamford with $494.40 mm assets under management. Company profile. Website. www.jacksongrant.us. Employees. …

capedge.com

$247655533.11
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Jackson, Grant Investment Advisers, Inc. | Form 13F - Radient

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Jun 8, 2022  · SEC Form 13F for Jackson, Grant Investment Advisers, Inc., CIK: 1650300 as on 30 Jun 2024. Quarterly holdings report, AUM: $247,655,533.11

radientanalytics.com

$212
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Jackson, Grant Investment Advisers 13F Annual Report

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$212 billion Assets Under Management (AUM) As of 25th April 2023, Jackson, Grant Investment Advisers’s top holding is 59,224 shares of Spdr S&p 500 Etf Tr currently worth over $

wallmine.com

$248
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Jackson, Grant Investment Advisers, Inc. - 13f.info

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May 8, 2024  · Jackson, Grant Investment Advisers, Inc. reported 394 holdings with total value $248 M as of Q2 2024. Top holdings included SPY, SDY, RSP, VIG, and VO ... Grant …

13f.info

$247661
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Jackson Grant Investment Advisers Inc. Top Holdings 13F Filings

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At 06/30/2024: $247,661. At 03/31/2024: $244,060. Jackson Grant Investment Advisers Inc. AUM history. Jackson Grant Investment Advisers Inc. holdings changes, total fund size, and other …

holdingschannel.com

$100
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Jackson, Grant Investment Advisers, Inc. - 13F-HR Filing - Fintel

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Dec 31, 2021  · All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the fili

fintel.io

$185
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Home | Corient

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Speak to a Partner. Corient manages $185 billion in client assets. All data as of September 30, 2024. Client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”), Corient …

corient.com


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