ALL SEASON FINANCIAL ADVISORS, INC.

HTTP://WWW.ALLSEASONFUNDS.COM DENVER, CO Investment Advisor How do I update this listing?

ALL Season Financial Advisors is based out of Denver. ALL Season Financial Advisors is a large advisory firm with 202 clients and discretionary assets under management (AUM) of $204,731,971 (Form ADV from 2021-03-31). Their last reported 13F filing for Q2 2021 included $139,476,000 in managed 13F securities and a top 10 holdings concentration of 38.69%. ALL Season Financial Advisors's largest holding is Vanguard Total Bond Market Indx Fund ETF with shares held of 88,136. Whalewisdom has at least 1 13F filings

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06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 2.54%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

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ALL SEASON FINANCIAL ADVISORS, INC.
731 SHERMAN STREET
DENVER CO    80203
Country: United States

Business Phone: 303-837-1187
Fax: 303-837-1723
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CO
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 202
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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ALL SEASON FINANCIAL ADVISORS, INC.

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
JONES, SAMUEL, FRANKLIN PRESIDENT / CHIEF COMPLIANCE OFFICER 11/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALL SEASON FINANCIAL ADVISORS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1995-11-01
JONES ROBERT E & ASSOCIATES INC PRESIDENT direct 1995-11-01 2005-03-18
JONES, SAMUEL, FRANKLIN PRESIDENT / CHIEF COMPLIANCE OFFICER 11/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALL SEASON FINANCIAL ADVISORS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1995-11-01
JONES ROBERT E & ASSOCIATES INC PRESIDENT direct 1995-11-01 2005-03-18

ALL SEASON FINANCIAL ADVISORS, INC.

ownership team - last updated 2020-06-19
Name Title Start Date Direct/Indirect % Ownership
JONES, SAMUEL, FRANKLIN PRESIDENT / CHIEF COMPLIANCE OFFICER 11/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALL SEASON FINANCIAL ADVISORS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1995-11-01
JONES ROBERT E & ASSOCIATES INC PRESIDENT direct 1995-11-01 2005-03-18

ALL SEASON FINANCIAL ADVISORS, INC.

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

ALL SEASON FINANCIAL ADVISORS, INC.

ownership team - last updated 2019-11-27
Name Title Start Date Direct/Indirect % Ownership
JONES, SAMUEL, FRANKLIN PRESIDENT / CHIEF COMPLIANCE OFFICER 11/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALL SEASON FINANCIAL ADVISORS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1995-11-01
JONES ROBERT E & ASSOCIATES INC PRESIDENT direct 1995-11-01 2005-03-18

ALL SEASON FINANCIAL ADVISORS, INC.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
JONES, SAMUEL, FRANKLIN PRESIDENT / CHIEF COMPLIANCE OFFICER 11/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALL SEASON FINANCIAL ADVISORS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1995-11-01
JONES ROBERT E & ASSOCIATES INC PRESIDENT direct 1995-11-01 2005-03-18

ALL SEASON FINANCIAL ADVISORS, INC.

ownership team - last updated 2018-12-07
Name Title Start Date Direct/Indirect % Ownership
JONES, SAMUEL, FRANKLIN PRESIDENT / CHIEF COMPLIANCE OFFICER 11/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALL SEASON FINANCIAL ADVISORS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1995-11-01
JONES ROBERT E & ASSOCIATES INC PRESIDENT direct 1995-11-01 2005-03-18

ALL SEASON FINANCIAL ADVISORS, INC.

ownership team - last updated 2017-03-27
Name Title Start Date Direct/Indirect % Ownership
JONES, SAMUEL, FRANKLIN PRESIDENT / CHIEF COMPLIANCE OFFICER 11/01/1995 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALL SEASON FINANCIAL ADVISORS, INC. PRESIDENT / CHIEF COMPLIANCE OFFICER direct 1995-11-01
JONES ROBERT E & ASSOCIATES INC PRESIDENT direct 1995-11-01 2005-03-18

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