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Mars Jewett Financial Group, Inc.

● SEC registered since 2018CRD 297388SEC# 801-113548Bellevue, WA
Export (members)
Reg. AUM
$734.7M
Employees
14
Accounts
1,967
Location
Bellevue, WA

Mars Jewett Financial Group, Inc. assets under management

Mars Jewett Financial Group, Inc. is an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2018. It reports $734.7 million in regulatory assets under management and employs 14 people.
marsjewett.comView on SEC.gov ↗

Mars Jewett Financial Group, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Brian Glenn Mars ControlPresident25-50%2013
Elizabeth Ann SowleInvestment Adviser Representative10-25%2018
Manoj Kaiyooril John ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Mars Jewett Financial Group, Inc. manage?

Mars Jewett Financial Group, Inc. reports $734.7 million in regulatory assets under management on its Form ADV.

How many employees does Mars Jewett Financial Group, Inc. have?

Mars Jewett Financial Group, Inc. reports 14 employees.

Where is Mars Jewett Financial Group, Inc. located?

Mars Jewett Financial Group, Inc. is based in Bellevue, WA and has been SEC-registered since 2018.

Does Mars Jewett Financial Group, Inc. disclose fund performance?

Mars Jewett Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11235 SE 6th Street, Suite 110, Bellevue, WA 98004
Phone425-289-5000
Fax425-289-5005
Office hours8:30a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$729.4M
Non-discretionary$5.2M
Total (RAUM)$734.7M