PPrivate Fund Data Log in Join · $37/mo

Jayco Wealth Management, Inc.

CRD 171884SEC# 801-136743
Export (members)
No longer SEC-registered. Jayco Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$107.9M
Employees
1
Accounts
208
Location

Jayco Wealth Management, Inc. assets under management

Jayco Wealth Management, Inc. is an SEC-registered investment adviser. It reports $107.9 million in regulatory assets under management and employs 1 people.

Jayco Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jennifer Cohen Kramer ControlPresident/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Jayco Wealth Management, Inc. manage?

Jayco Wealth Management, Inc. reports $107.9 million in regulatory assets under management on its Form ADV.

How many employees does Jayco Wealth Management, Inc. have?

Jayco Wealth Management, Inc. reports 1 employees.

Does Jayco Wealth Management, Inc. disclose fund performance?

Jayco Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$107.9M
Non-discretionary$0
Total (RAUM)$107.9M