J.W. KORTH & COMPANY, LIMITED PARTNERSHIP
Legal name: J W KORTH & COMPANY
CRD #26455 SEC #801-85185 LANSING, MI 800-454-1628 OPTION#1
SEC Registered Broker-Dealer Private Funds Disclosures
Total AUM
$225.6M
Discretionary
$41.4M
Employees
20
Clients
--
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $225.6M | $41.4M | $184.3M | 20 | 0 |
| Mar 2024 | $205.2M | $12.1M | $193.1M | 19 | 0 |
| Mar 2023 | $202.2M | $11.8M | $190.3M | 16 | 0 |
| Mar 2022 | $214.2M | $13.1M | $201.1M | 18 | 0 |
| Oct 2021 | $194M | $16.5M | $177.5M | 15 | 0 |
| Apr 2021 | $194M | $16.5M | $177.5M | 15 | 0 |
| Mar 2021 | $194M | $16.5M | $177.5M | 15 | 0 |
| Jun 2020 | $170.9M | $14.7M | $156.2M | 13 | 0 |
| Mar 2020 | $170.9M | $14.7M | $156.2M | 13 | 0 |
| Mar 2019 | $143.3M | $6M | $137.3M | 11 | 0 |
| Mar 2018 | $137.9M | $6.5M | $131.4M | 9 | 0 |
| Mar 2017 | $144.7M | $26.7M | $118M | 13 | 11 |
| Feb 2016 | $135M | $25M | $110M | 17 | 11 |
| Mar 2015 | $127M | $22M | $105M | 13 | 11 |
DateMar 2025
Total AUM$225.6M
Discretionary$41.4M
Non-Disc.$184.3M
Employees20
Clients0
DateMar 2024
Total AUM$205.2M
Discretionary$12.1M
Non-Disc.$193.1M
Employees19
Clients0
DateMar 2023
Total AUM$202.2M
Discretionary$11.8M
Non-Disc.$190.3M
Employees16
Clients0
DateMar 2022
Total AUM$214.2M
Discretionary$13.1M
Non-Disc.$201.1M
Employees18
Clients0
DateOct 2021
Total AUM$194M
Discretionary$16.5M
Non-Disc.$177.5M
Employees15
Clients0
DateApr 2021
Total AUM$194M
Discretionary$16.5M
Non-Disc.$177.5M
Employees15
Clients0
DateMar 2021
Total AUM$194M
Discretionary$16.5M
Non-Disc.$177.5M
Employees15
Clients0
DateJun 2020
Total AUM$170.9M
Discretionary$14.7M
Non-Disc.$156.2M
Employees13
Clients0
DateMar 2020
Total AUM$170.9M
Discretionary$14.7M
Non-Disc.$156.2M
Employees13
Clients0
DateMar 2019
Total AUM$143.3M
Discretionary$6M
Non-Disc.$137.3M
Employees11
Clients0
DateMar 2018
Total AUM$137.9M
Discretionary$6.5M
Non-Disc.$131.4M
Employees9
Clients0
DateMar 2017
Total AUM$144.7M
Discretionary$26.7M
Non-Disc.$118M
Employees13
Clients11
DateFeb 2016
Total AUM$135M
Discretionary$25M
Non-Disc.$110M
Employees17
Clients11
DateMar 2015
Total AUM$127M
Discretionary$22M
Non-Disc.$105M
Employees13
Clients11