JPH ADVISORY GROUP, INC.
CRD #125268 SEC #801-62265 ATLANTA, GA 770-859-0076
SEC Registered
Total AUM
$167.2M
Discretionary
$160.6M
Employees
6
Clients
101
Accounts
782
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2018 | $167.2M | $160.6M | $6.6M | 6 | 0 |
| Feb 2018 | $167.2M | $160.6M | $6.6M | 6 | 0 |
| Feb 2017 | $146.2M | $142.7M | $3.5M | 5 | 146 |
| Mar 2016 | $128.6M | $128.6M | $0 | 4 | 170 |
| Nov 2015 | $124.2M | $124.2M | $0 | 4 | 141 |
| Feb 2015 | $124.2M | $124.2M | $0 | 4 | 141 |
| Jan 2015 | $124.2M | $124.2M | $0 | 4 | 141 |
| Mar 2014 | $114.9M | $111.6M | $3.3M | 4 | 127 |
| Jan 2014 | $114.9M | $111.6M | $3.3M | 4 | 127 |
| Mar 2013 | $97M | $95.2M | $1.7M | 4 | 123 |
| Mar 2013 | $97M | $95.2M | $1.7M | 4 | 123 |
| Mar 2012 | $90.3M | $87.7M | $2.6M | 1 | 200 |
| Aug 2010 | $64M | $64M | $0 | 5 | -- |
| Jan 2010 | $64M | $64M | $0 | 5 | -- |
| Jan 2008 | $69.3M | $69.3M | $0 | 5 | -- |
| Feb 2007 | $60M | $60M | $0 | 5 | -- |
| Mar 2006 | $50M | $50M | $0 | 5 | -- |
| Jan 2005 | $43M | $43M | $0 | 5 | -- |
DateFeb 2018
Total AUM$167.2M
Discretionary$160.6M
Non-Disc.$6.6M
Employees6
Clients0
DateFeb 2018
Total AUM$167.2M
Discretionary$160.6M
Non-Disc.$6.6M
Employees6
Clients0
DateFeb 2017
Total AUM$146.2M
Discretionary$142.7M
Non-Disc.$3.5M
Employees5
Clients146
DateMar 2016
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees4
Clients170
DateNov 2015
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees4
Clients141
DateFeb 2015
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees4
Clients141
DateJan 2015
Total AUM$124.2M
Discretionary$124.2M
Non-Disc.$0
Employees4
Clients141
DateMar 2014
Total AUM$114.9M
Discretionary$111.6M
Non-Disc.$3.3M
Employees4
Clients127
DateJan 2014
Total AUM$114.9M
Discretionary$111.6M
Non-Disc.$3.3M
Employees4
Clients127
DateMar 2013
Total AUM$97M
Discretionary$95.2M
Non-Disc.$1.7M
Employees4
Clients123
DateMar 2013
Total AUM$97M
Discretionary$95.2M
Non-Disc.$1.7M
Employees4
Clients123
DateMar 2012
Total AUM$90.3M
Discretionary$87.7M
Non-Disc.$2.6M
Employees1
Clients200
DateAug 2010
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$69.3M
Discretionary$69.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--