JPS ADVISORS LLC
At a Glance
| Total AUM | $26.6M |
| Discretionary | $26.6M100% of AUM |
| Client Accounts | 24 |
| Avg Account Size | $1.1M |
| Employees | 1 |
| Peak AUM | $26.6MJun 2026 |
AUM by Client Type
Total AUM
$27M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $27M | — | — | — | — |
| Discretionary AUM | $27M | — | — | ||
Key Metrics
| Total AUM | $26.6M |
| Discretionary | $26.6M |
| Employees | 1 |
| Client Accounts | 24 |
| Client Range | 0 |
Contact & Location
Phone
(646) 458-1574
Filing History
1 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported