D
CRD: 168015
DJ Financial
Roseburg, OR, 97470
5416701071
$15.3M Total AUM
$15.3M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-29-2014
- Office Locations
- 1
Office Locations
525 NE Stephens Roseburg OR
About DJ Financial
DJ Financial is a Roseburg-based RIA. The firm has been operating for 12 years. Managing $15.3M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Retirement Plans.
Team overview
56 AVG AGE
$15.3M AVG AUM / ADVISOR
$852.3K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
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Investment Vehicles
Element pathway
Services
Bridge ridge Timber
Owner & Executives
DAN PAUL JONES
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6283202
- Ownership
- 75% or more
(578) 429-5258
peak.frontier@embercapital.com
in linkedin.com/in/catalyst-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,340,996 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,340,996 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,340,996
Equity - OTC:
17.6% U.S. Government/Agency:
28.1% Corporate - Investment Grade:
17.8% Equity - Exchange:
8.8% Cash:
27.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,278,206,620 | 17.6% |
| U.S. Government/Agency | $2,040,773,070 | 28.1% |
| Corporate - Investment Grade | $1,292,731,695 | 17.8% |
| Equity - Exchange | $639,103,310 | 8.8% |
| Cash | $2,011,722,920 | 27.7% |
| Total | $7,262,537,615 | 100.0% |