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JANUARY CAPITAL ADVISORS LLC
333 Bush Street
4th Floor
San Francisco, California 94104
Tel: 415-494-2790
About JANUARY CAPITAL ADVISORS LLC
JANUARY CAPITAL ADVISORS LLC, formally registered with the SEC as JANUARY CAPITAL ADVISORS LLC. The firm was established in 10/16/2017. They have over 2 offices throughout the country.
JANUARY CAPITAL ADVISORS LLC is a San Francisco, California based Financial Planning firm with nearly $215,815,626 assets under management, offering retirement planning & investment advisory services to 889 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 177514 |
| SEC# | 801-111841 |
| Assets Managed by Firm | $215,815,626 |
| No. of Clients | 889 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 889 | $215,815,626 |
| Individuals (other than high net worth individuals) | 100 | $152,885,321 |
| High net worth individuals | 242 | $47,614,166 |
| Pension and profit sharing plans | 14 | $4,568,161 |
| Corporations or other businesses | 6 | $10,747,978 |
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