Investment adviser · CRD 306349
JUNCTURE ASSET MANAGEMENT
Investment adviser filing (IA)
JUNCTURE ASSET MANAGEMENT, LLC
SCOTTSDALE, AZ, United States · Form ADV filed Mar 18, 2024
- Regulatory AUM
- $363M Form ADV · Item 5.F
- Client accounts
- 880 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 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 | 162 | $326,797,196 | 89.9% |
| Individuals | 233 | $34,441,648 | 9.5% |
| Retirement plans | Fewer than 5 | $2,190,170 | 0.6% |
Filing source
Form ADV 1822838 · Mar 18, 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 18, 2024. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
8777 E. VIA DE VENTURA, SUITE 120SCOTTSDALE, AZ, 85258, United States
CRD 306349
Filing source
Form ADV 1822838 · Mar 18, 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.