F
CRD: 115038
FJP Portfolio Management
Irvine, CA
7145968622
$29.5M Total AUM
$29.5M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
-- Irvine CA
About FJP Portfolio Management
FJP Portfolio Management is a Irvine-based RIA. The firm has been operating for 28 years. Managing $29.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
63 AVG AGE
$29.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
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Investment Vehicles
Unison
Platform
North
Services
Momentum Glacier
Owner & Executives
FRANCISCO JAVIER PANTOJA
Owner
- CRD
- #1974066
- Ownership
- 75% or more
(236) 686-4954
ember.crest@eaglecapital.com
in linkedin.com/in/vital-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,464,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,464,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,464,000
Equity - Exchange:
21.6% Cash:
22.7% Equity - OTC:
25.0% U.S. Government/Agency:
30.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,347,872,516 | 21.6% |
| Cash | $1,416,514,172 | 22.7% |
| Equity - OTC | $1,560,037,635 | 25.0% |
| U.S. Government/Agency | $1,915,726,216 | 30.7% |
| Total | $6,240,150,539 | 100.0% |