JARVIS FINANCIAL SERVICES, INC.
Legal name: JARVIS FINANCIAL
CRD #165682 SEC #801-110124 FEDERAL WAY, WA 253-838-9703
SEC Registered
Total AUM
$172.4M
Discretionary
$172M
Employees
4
Clients
0
Accounts
591
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $172.4M | $172M | $388.4K | 4 | 0 |
| Jun 2023 | $151.8M | $151.1M | $699K | 4 | 0 |
| Mar 2023 | $151.8M | $151.1M | $699K | 5 | 0 |
| Mar 2022 | $227.1M | $226.4M | $676K | 4 | 0 |
| Mar 2021 | $196.2M | $191M | $5.2M | 4 | 10 |
| Dec 2020 | $158.3M | $158.3M | $0 | 4 | 0 |
| Dec 2020 | $158.3M | $158.3M | $0 | 4 | 0 |
| Jun 2020 | $158.3M | $158.3M | $0 | 4 | 0 |
| Mar 2020 | $158.3M | $158.3M | $0 | 4 | 0 |
| Mar 2019 | $114M | $114M | $0 | 4 | 155 |
| Mar 2018 | $138M | $130M | $8M | 3 | 0 |
| Mar 2017 | $115M | $105M | $10M | 3 | 200 |
DateMar 2024
Total AUM$172.4M
Discretionary$172M
Non-Disc.$388.4K
Employees4
Clients0
DateJun 2023
Total AUM$151.8M
Discretionary$151.1M
Non-Disc.$699K
Employees4
Clients0
DateMar 2023
Total AUM$151.8M
Discretionary$151.1M
Non-Disc.$699K
Employees5
Clients0
DateMar 2022
Total AUM$227.1M
Discretionary$226.4M
Non-Disc.$676K
Employees4
Clients0
DateMar 2021
Total AUM$196.2M
Discretionary$191M
Non-Disc.$5.2M
Employees4
Clients10
DateDec 2020
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees4
Clients155
DateMar 2018
Total AUM$138M
Discretionary$130M
Non-Disc.$8M
Employees3
Clients0
DateMar 2017
Total AUM$115M
Discretionary$105M
Non-Disc.$10M
Employees3
Clients200