JJJ Advisors is a fund manager in Denver with $950.98 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Industry
SEC CIK
IRS number
841165543
SEC advisor number
801-37889
FINRA CRD number
107156
AUM ?
$950.98 mm
(as of 4 Aug 22)
Accounts
1,240
(as of 4 Aug 22)
Employees
8
(5 investment advisory or research)
Address
JJJ Advisors
7001 E. BELLEVIEW AVENUE
SUITE 600
DENVER
CO 80237
7001 E. BELLEVIEW AVENUE
SUITE 600
DENVER
CO 80237
Office hours
Monday - Friday, 8:00 A.M. -5:00 P.M.
Phone
303-721-7000
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Janiczek, Joseph, John | CEO | 12/2008 | < 5% |
Siegrist, Robert, Brady | Partner | 01/2013 | < 5% |
JJJ Advisors, Inc. | Owner | 01/2021 | > 75% |
Janiczek, Joseph, John | Owner | 01/2021 | > 75% |
Kersting, Kyle, Wood | Partner/chief Compliance Officer | 01/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Janiczek Wealth Management | $950.98 mm | |
JWM Income & Growth Fund I LP | $28.88 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22