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Jackson, Grant Investment Advisers

Jackson, Grant Investment Advisers is an investment advisor in Stamford with $406.56M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
900891495
SEC advisor number
801-56267
FINRA CRD number
108156
AUM ?
$406.56M (as of 21 Jun 21)
Accounts
98 (as of 21 Jun 21)
Employees
11 (5 investment advisory or research)
Address
Jackson, Grant Investment Advisers
2 HIGH RIDGE PARK
THIRD FLOOR
STAMFORD
CT 06905
Phone
203-322-1198

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 350 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$26.57M 61.92K 62.12K -0.3
$18.46M 123.18K 125.79K -2.1
$18.38M 156.39K 156.86K -0.3
Vanguard Specialized Funds
$14.74M 95.98K 96.58K -0.6
$12.36M 52.22K 53.02K -1.5
$9.97M 86.86K 87.39K -0.6
$6.73M 173.41K 163.66K +6.0
$5.49M 19.49K 19.55K -0.3
$5.39M 88.54K 88.87K -0.4
$4.78M 34.2K 34.46K -0.8
$4.39M 38.26K 38.67K -1.1
$4.27M 30.19K 29.17K +3.5
$3.94M 21.98K 22.97K -4.3
$3.83M 8.9K 9.07K -1.9
$3.18M 29.47K 30.25K -2.6
$3.11M 24.44K 25.36K -3.6
$3.08M 937 867 +8.1
$2.71M 31.43K 32.94K -4.6
$2.59M 11.67K 11.68K -0.1
$2.58M 6.55K 6.7K -2.2
$2.47M 15.26K 15.19K +0.4
$1.91M 6.49K 6.93K -6.3
$1.74M 7.23K 7.3K -0.9
$1.64M 7.49K 7.47K +0.4
$1.63M 5.61K 5.7K -1.7
$1.6M 18.05K 17.82K +1.3
$1.43M 21.67K 22.69K -4.5
Vanguard Mun BD FDS
$1.27M 23.11K 22.35K +3.4
$1.21M 32.21K 32.24K -0.1
$1.2M 22.92K 22.85K +0.3
$1.2M 8.02K 9.64K -16.8
$1.17M 440 425 +3.5
$1.1M 9.33K 9.33K +0.1
$1.09M 11.6K 11.59K +0.1
$1.08M 3.95K 3.79K +4.2
$1.05M 6.19K 6.21K -0.2
$1.04M 38.52K 39.36K -2.1
$874K 3.78K 3.78K +0.2
$858K 5.71K 5.29K +7.8
$823K 2 2 0
$819K 10.9K 10.84K +0.6
$819K 2.1K 2.09K +0.2
$811K 13.79K 13.42K +2.8
$789K 11.46K 11.41K +0.4
$784K 5.63K 5.7K -1.3
$758K 5.25K 6.54K -19.7
$748K 11.71K 11.67K +0.3
$712K 23.93K 23.9K +0.1
$697K 2.08K 2.08K 0
$668K 9.87K 9.85K +0.1
Holdings list only includes long positions. Only includes long positions.

Calendar

8 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings