Overview
Assets Under Management: $1.1 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 206
Average Client Assets: $3 million
Frequently Asked Questions
JANICZEK WEALTH MANAGEMENT, LLC 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 #107156), JANICZEK WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
JANICZEK WEALTH MANAGEMENT, LLC is headquartered in DENVER, CO.
JANICZEK WEALTH MANAGEMENT, LLC serves 206 high-net-worth clients according to their SEC filing dated March 01, 2024. View client details ↓
According to their SEC Form ADV, JANICZEK WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
JANICZEK WEALTH MANAGEMENT, LLC manages $1.1 billion in client assets according to their SEC filing dated March 01, 2024.
According to their SEC Form ADV, JANICZEK WEALTH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
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