MARSJEWETT FINANCIAL GROUP
MARS JEWETT FINANCIAL GROUP, INC. Legal Name
Adviser information for MARSJEWETT FINANCIAL GROUP last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,814 | $641.3M |
| Non-Discretionary | 14 | $1.8M |
| Total | 1,828 | $643.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 438 | $208.8M |
| HNW Individuals | 198 | $434.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-113548 |
|---|---|
| SEC ERA File Number | 801-113548 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297388 |
| Legal Entity Identifier | None |
Principal Office
11235 SE 6TH STREETSUITE 110
BELLEVUE
WA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 425-289-5000, Fax: 425-289-5005
Chief Compliance Officer
MANOJ JOHN
11235 SE 6TH STREET
SUITE 110
BELLEVUE
WA
United States
Tel:
425-289-5000
Fax:
425-289-5005
M****@*************M
(Full email address available in API data)
Regulatory Contact
SCOTT ROBERT JEWETT
CHIEF EXECUTIVE OFFICER
11235 SE 6TH STREET
SUITE 110
BELLEVUE
WA
United States
Tel:
425-289-5000
Fax:
425-289-5005
S****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARS, GLENN, ROBERT | Individual | – | PRESIDENT EMERITUS | 08/2020 | 10-25% |
| JEWETT, SCOTT, ROBERT | Individual | – | CHIEF EXECUTIVE OFFICER | 08/2020 | 25-50% |
| MARS, BRIAN, GLENN | Individual | – | PRESIDENT | 07/2013 | 25-50% |
| SOWLE, ELIZABETH, ANN | Individual | – | INVESTMENT ADVISER REPRESENTATIVE | 07/2018 | 10-25% |
| John, Manoj, Kaiyooril | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2023 | < 5% |