A.W. JONES ADVISORS, LLC
Legal name: A.W. JONES
CRD #161260 SEC #801-73790 NEW YORK, NY 646-517-6400
SEC Registered Private Funds
Total AUM
$487.8M
Discretionary
$450.8M
Employees
3
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $487.8M | $450.8M | $36.9M | 3 | 1 |
| Oct 2024 | $502.9M | $502.9M | $0 | 5 | 1 |
| Mar 2024 | $502.9M | $502.9M | $0 | 5 | 1 |
| Mar 2023 | $493.4M | $493.4M | $0 | 6 | 1 |
| Mar 2022 | $619.4M | $619.4M | $0 | 6 | 1 |
| Mar 2021 | $557.3M | $557.3M | $0 | 6 | 1 |
| Mar 2020 | $463.2M | $463.2M | $0 | 6 | 1 |
| Sep 2019 | $451M | $451M | $0 | 6 | 0 |
| Mar 2019 | $398.6M | $398.6M | $0 | 8 | 0 |
| Sep 2018 | $425M | $425M | $0 | 7 | 0 |
| Mar 2018 | $425M | $425M | $0 | 7 | 0 |
| Jul 2017 | $367M | $367M | $0 | 7 | 1 |
| Mar 2017 | $364M | $364M | $0 | 2 | 1 |
| Mar 2016 | $389.6M | $389.6M | $0 | 2 | 1 |
| Mar 2015 | $405.4M | $405.4M | $0 | 2 | 1 |
| Jul 2014 | $379.7M | $379.7M | $0 | 2 | 1 |
| Jun 2014 | $379.7M | $379.7M | $0 | 2 | 1 |
| Mar 2014 | $379.7M | $379.7M | $0 | 2 | 1 |
| Jul 2013 | $317.3M | $317.3M | $0 | 2 | 1 |
| Apr 2013 | $317.3M | $317.3M | $0 | 2 | 1 |
| Feb 2012 | $248M | $248M | $0 | -- | 1 |
| Feb 2012 | $248M | $248M | $0 | -- | 1 |
| Feb 2012 | $248M | $248M | $0 | -- | 1 |
DateMar 2025
Total AUM$487.8M
Discretionary$450.8M
Non-Disc.$36.9M
Employees3
Clients1
DateOct 2024
Total AUM$502.9M
Discretionary$502.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2024
Total AUM$502.9M
Discretionary$502.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2023
Total AUM$493.4M
Discretionary$493.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2022
Total AUM$619.4M
Discretionary$619.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2021
Total AUM$557.3M
Discretionary$557.3M
Non-Disc.$0
Employees6
Clients1
DateMar 2020
Total AUM$463.2M
Discretionary$463.2M
Non-Disc.$0
Employees6
Clients1
DateSep 2019
Total AUM$451M
Discretionary$451M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees7
Clients0
DateJul 2017
Total AUM$367M
Discretionary$367M
Non-Disc.$0
Employees7
Clients1
DateMar 2017
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees2
Clients1
DateMar 2016
Total AUM$389.6M
Discretionary$389.6M
Non-Disc.$0
Employees2
Clients1
DateMar 2015
Total AUM$405.4M
Discretionary$405.4M
Non-Disc.$0
Employees2
Clients1
DateJul 2014
Total AUM$379.7M
Discretionary$379.7M
Non-Disc.$0
Employees2
Clients1
DateJun 2014
Total AUM$379.7M
Discretionary$379.7M
Non-Disc.$0
Employees2
Clients1
DateMar 2014
Total AUM$379.7M
Discretionary$379.7M
Non-Disc.$0
Employees2
Clients1
DateJul 2013
Total AUM$317.3M
Discretionary$317.3M
Non-Disc.$0
Employees2
Clients1
DateApr 2013
Total AUM$317.3M
Discretionary$317.3M
Non-Disc.$0
Employees2
Clients1
DateFeb 2012
Total AUM$248M
Discretionary$248M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$248M
Discretionary$248M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$248M
Discretionary$248M
Non-Disc.$0
Employees--
Clients1