Overview
Assets Under Management: $523 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 314
Average Client Assets: $1.5 million
Frequently Asked Questions
FJY FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139347), FJY FINANCIAL is subject to fiduciary duty under federal law.
FJY FINANCIAL is headquartered in RESTON, VA.
FJY FINANCIAL serves 314 high-net-worth clients according to their SEC filing dated February 27, 2018. View client details ↓
According to their SEC Form ADV, FJY FINANCIAL offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FJY FINANCIAL manages $523 million in client assets according to their SEC filing dated February 27, 2018.
According to their SEC Form ADV, FJY FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 314
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.28%
Average Client Assets: $1.5 million
Total Client Accounts: 1,577
Discretionary Accounts: 1,411
Non-Discretionary Accounts: 166
Regulatory Filings
CRD Number: 139347
Filing ID: 1164063
Last Filing Date: 2018-02-27 17:18:00