Overview
Assets Under Management: $1.1 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 206
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 206
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,397
Discretionary Accounts: 1,397
Regulatory Filings
CRD Number: 107156
Last Filing Date: 2024-03-01 00:00:00
Website: https://janiczek.com