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- Custodian
- Janney
- Clients
- Retail and Institutional
- Platforms
- Zenith optima
- Established Date
- 03-21-1963
- Office Locations
- 141
Office Locations
About Janney Montgomery Scott LLC
Janney Montgomery Scott is a wealth management firm tracing its roots to 1832, with 136 offices across 25 states. It equips financial advisors to deliver tailored financial planning and investment recommendations, supported by market commentary and a virtual investor education series covering topics like tax planning, Medicare, cybersecurity, and market updates. Investment solutions include ETF- and mutual-fund portfolios, fixed income, and alternatives.
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Investment Themes
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Owner & Executives
DANEEN ELIZABETH DOWNEY
Deputy General Counsel
- CRD
- --
- Ownership
- Less than 5%
CHRISTOPHER FUSCO
Vice President
- CRD
- #5858082
- Ownership
- Less than 5%
Prime pioneer
Capital bridge
- CRD
- #67497
- Ownership
- 6.5%
Showing 2 of 10 owners & executives
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NATHAN ABBE
Associate
- CRD
- #7534568
Michael George Abdalla III
--
- CRD
- #7706557
Alpha insight
Foundation insight vital
- CRD
- #84408
Showing 2 of 1552 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,213,694,173 | $405,433 |
| Non-Discretionary | $33,899,995,903 | $607,233 |
| Total | $110,113,690,076 | $451,641 |
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Separately Managed Accounts
Total SMA Asset: $110,113,690,076
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,636,836,118 | 24.8% |
| Public Funds | $1,326,629,273 | 20.1% |
| Cash | $666,614,709 | 10.1% |
| Municipal Bonds | $330,007,282 | 5.0% |
| Corporate - Investment Grade | $600,613,253 | 9.1% |
| Equity - OTC | $1,676,436,992 | 25.4% |
| U.S. Government/Agency | $363,008,011 | 5.5% |
| Total | $6,600,145,638 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR PIONEER | GLACIER DELTA | PTFB3SLVJ | NFUQ | 5.40% | $73,629,763 |
| BRIDGE FOCUS | TIMBER OPTIMA | CLCEI4GXO | PHOQT | 4.32% | $22,588,803 |
| VALUE VECTOR | WAVE RIDGE | WTHD35OU1 | RDW | 0.97% | $44,390,917 |
| MOMENTUM EAGLE NORTH | RADIAL BEACON | N3KUMNY9D | YHZOX | 8.82% | $39,485,752 |
| ELEMENT INSIGHT | OAK INSIGHT | Z40VVQR8G | STE | 6.25% | $15,851,095 |
| GLACIER VECTOR FOUNDATION | ATLAS GLACIER | WOEIJV31R | DMGH | 9.23% | $114,740,028 |
| CAPITAL CAPITAL | MATRIX FRONTIER | F6T14IZU1 | IFQ | 8.43% | $4,260,608 |
| GLACIER RADIAL RADIAL | CATALYST QUANTUM | 3RCRDHEHD | EMJWZ | 11.19% | $39,974,544 |