J
$46.8M Total AUM
$46.7M Disc. AUM
-- 3Y CAGR
1 Employees
147 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 01-10-2003
- Office Locations
- 1
Office Locations
-- Abilene TX
About JON BOS Financial Advisor LLC
JON BOS Financial Advisor LLC is a Abilene-based RIA. The firm has been operating for 23 years. Managing $46.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$46.8M AVG AUM / ADVISOR
$318.6K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Radial delta
Investment Themes
Insight Vector bridge
Investment Vehicles
Focus element
Services
Atlas Atlas capital Insight Oak harbor Vector vital Horizon ember Fusion catalyst Crest Harbor bridge
Technology
Capital optima
Owner & Executives
J
JONATHAN EDWARD BOS
Financial Advisor, Owner
- CRD
- #2941164
- Ownership
- 75% or more
(262) 486-7267
harbor.vector@atlascapital.com
in linkedin.com/in/ridge-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,727,526 | -- |
| Non-Discretionary | $103,818 | -- |
| Total | $46,831,344 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,831,344
Public Funds:
9.1% Equity - Exchange:
29.3% U.S. Government/Agency:
12.8% Cash:
48.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $51,508,166 | 9.1% |
| Equity - Exchange | $165,844,974 | 29.3% |
| U.S. Government/Agency | $72,451,047 | 12.8% |
| Cash | $276,219,614 | 48.8% |
| Total | $566,023,801 | 100.0% |