JBC FINANCIAL GROUP, INC.
Legal name: WALNUT CREEK WEALTH MANAGEMENT
CRD #288440 SEC #801-110685 WALNUT CREEK, CA 925-280-1800
SEC Registered
Total AUM
$141.8M
Discretionary
$139.7M
Employees
9
Clients
0
Accounts
276
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $141.8M | $139.7M | $2.1M | 9 | 0 |
| Aug 2020 | $115.4M | $111.9M | $3.5M | 9 | 0 |
| Jun 2020 | $115.4M | $111.9M | $3.5M | 9 | 0 |
| Mar 2020 | $115.4M | $111.9M | $3.5M | 9 | 0 |
| Mar 2019 | $119M | $116.5M | $2.5M | 9 | 0 |
| Mar 2018 | $128.3M | $123.8M | $4.5M | 7 | 0 |
| Sep 2017 | $120.9M | $117M | $3.9M | 3 | 0 |
| May 2017 | $0 | $0 | $0 | 3 | 0 |
DateMar 2021
Total AUM$141.8M
Discretionary$139.7M
Non-Disc.$2.1M
Employees9
Clients0
DateAug 2020
Total AUM$115.4M
Discretionary$111.9M
Non-Disc.$3.5M
Employees9
Clients0
DateJun 2020
Total AUM$115.4M
Discretionary$111.9M
Non-Disc.$3.5M
Employees9
Clients0
DateMar 2020
Total AUM$115.4M
Discretionary$111.9M
Non-Disc.$3.5M
Employees9
Clients0
DateMar 2019
Total AUM$119M
Discretionary$116.5M
Non-Disc.$2.5M
Employees9
Clients0
DateMar 2018
Total AUM$128.3M
Discretionary$123.8M
Non-Disc.$4.5M
Employees7
Clients0
DateSep 2017
Total AUM$120.9M
Discretionary$117M
Non-Disc.$3.9M
Employees3
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0