Overview
Assets Under Management: $1.4 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 361
Average Client Assets: $3.4 million
Frequently Asked Questions
JOYN ADVISORS, INC. 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 #106725), JOYN ADVISORS, INC. is subject to fiduciary duty under federal law.
JOYN ADVISORS, INC. is headquartered in ATLANTA, GA.
JOYN ADVISORS, INC. serves 361 high-net-worth clients according to their SEC filing dated February 23, 2018. View client details ↓
According to their SEC Form ADV, JOYN ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
JOYN ADVISORS, INC. manages $1.4 billion in client assets according to their SEC filing dated February 23, 2018.
According to their SEC Form ADV, JOYN ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 361
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.95%
Average Client Assets: $3.4 million
Total Client Accounts: 3,100
Discretionary Accounts: 3,094
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 106725
Filing ID: 1169731
Last Filing Date: 2018-02-23 13:56:00