JHW FINANCIAL SERVICES INC.
Legal name: FINANCIAL TELESIS, INC.
CRD #31012 SEC #801-63974 SAN RAFAEL, CA 415-526.2750
SEC Registered Broker-Dealer
Total AUM
$206.8M
Discretionary
$0
Employees
51
Clients
101
Accounts
850
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2014 | $324.2M | $0 | $324.2M | 215 | 1,100 |
| Mar 2014 | $324.2M | $0 | $324.2M | 215 | 1,100 |
| Oct 2013 | $262.3M | $0 | $262.3M | 226 | 1,100 |
| Mar 2013 | $262.3M | $0 | $262.3M | 226 | 1,100 |
| Jan 2013 | $206.8M | $0 | $206.8M | 200 | 900 |
| Dec 2012 | $206.8M | $0 | $206.8M | 200 | 900 |
| Nov 2012 | $206.8M | $0 | $206.8M | 200 | 900 |
| Nov 2012 | $206.8M | $0 | $206.8M | 200 | 900 |
| May 2012 | $206.8M | $0 | $206.8M | 51 | 900 |
| May 2012 | $206.8M | $0 | $206.8M | 51 | 900 |
| Mar 2012 | $206.8M | $0 | $206.8M | 51 | 900 |
| Apr 2011 | $105M | $0 | $105M | 51 | -- |
| Apr 2011 | $105M | $0 | $105M | 51 | -- |
| Mar 2011 | $105M | $0 | $105M | 51 | -- |
| Dec 2006 | $50M | $0 | $50M | 10 | -- |
| Nov 2006 | $50M | $0 | $50M | 10 | -- |
| Feb 2006 | $32M | $0 | $32M | 5 | -- |
| Jan 2006 | $32M | $0 | $32M | 5 | -- |
| Dec 2005 | $32M | $0 | $32M | 5 | -- |
| May 2005 | $32M | $0 | $32M | 5 | -- |
DateDec 2014
Total AUM$324.2M
Discretionary$0
Non-Disc.$324.2M
Employees215
Clients1,100
DateMar 2014
Total AUM$324.2M
Discretionary$0
Non-Disc.$324.2M
Employees215
Clients1,100
DateOct 2013
Total AUM$262.3M
Discretionary$0
Non-Disc.$262.3M
Employees226
Clients1,100
DateMar 2013
Total AUM$262.3M
Discretionary$0
Non-Disc.$262.3M
Employees226
Clients1,100
DateJan 2013
Total AUM$206.8M
Discretionary$0
Non-Disc.$206.8M
Employees200
Clients900
DateDec 2012
Total AUM$206.8M
Discretionary$0
Non-Disc.$206.8M
Employees200
Clients900
DateNov 2012
Total AUM$206.8M
Discretionary$0
Non-Disc.$206.8M
Employees200
Clients900
DateNov 2012
Total AUM$206.8M
Discretionary$0
Non-Disc.$206.8M
Employees200
Clients900
DateMay 2012
Total AUM$206.8M
Discretionary$0
Non-Disc.$206.8M
Employees51
Clients900
DateMay 2012
Total AUM$206.8M
Discretionary$0
Non-Disc.$206.8M
Employees51
Clients900
DateMar 2012
Total AUM$206.8M
Discretionary$0
Non-Disc.$206.8M
Employees51
Clients900
DateApr 2011
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees51
Clients--
DateApr 2011
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees51
Clients--
DateMar 2011
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees51
Clients--
DateDec 2006
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees10
Clients--
DateNov 2006
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees10
Clients--
DateFeb 2006
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees5
Clients--
DateJan 2006
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees5
Clients--
DateDec 2005
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees5
Clients--
DateMay 2005
Total AUM$32M
Discretionary$0
Non-Disc.$32M
Employees5
Clients--