Investment adviser · CRD 31012

FINANCIAL TELESIS, INC.

Investment adviser filing (IA)

JHW FINANCIAL SERVICES INC.

SAN RAFAEL, CA, United States · Form ADV filed Dec 3, 2014

Regulatory AUM
$324M
Form ADV · Item 5.F
Client accounts
1,100
Accounts, not individual clients
Employees
215
Reported in this filing
Advisory professionals
203
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 3, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

4340 REDWOOD HIGHWAY, B-60
SAN RAFAEL, CA, 94903, United States

CRD 31012

Filing source

Form ADV 856720 · Dec 3, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.