RIA Intel›Advisers›New York›NEW JAM FINANCIAL STRATEGISTS, LLC

NEW JAM FINANCIAL STRATEGISTS, LLC

Advisory

NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NY

#5,654

of 5,722 advisers by AUM

Average account

$103K

across 3 accounts

AUM per adviser

$310K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$310K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$310K

Discretionary AUM$310K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

AUREANA CAPITAL MANAGEMENT, LLC

$308K

RECAP INVESTING INC.

$298K

GATES WEALTH GROUP, LLC

$323K

ZOU CAPITAL MANAGEMENT LLC

$330K

BDCA ADVISER II, LLC

$273K

$270K

Get the full picture on NEW JAM FINANCIAL STRATEGISTS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NEW JAM FINANCIAL STRATEGISTS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans