Investment adviser · CRD 165682
JARVIS FINANCIAL
Investment adviser filing (IA)
JARVIS FINANCIAL SERVICES, INC.
FEDERAL WAY, WA, United States · Form ADV filed Mar 28, 2024
- Regulatory AUM
- $172M Form ADV · Item 5.F
- Client accounts
- 591 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 68 | $117,288,701 | 68.0% |
| Individuals | 110 | $55,102,756 | 32.0% |
Filing source
Form ADV 1845620 · Mar 28, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 28, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
33308 13TH PLACE S., SUITE 3FEDERAL WAY, WA, 98003-6390, United States
CRD 165682
Filing source
Form ADV 1845620 · Mar 28, 2024 · 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.