F
$39.8M Total AUM
$34.5M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2009
- Office Locations
- 1
Office Locations
-- Alexandria VA
About FNJ 3, LLC
FNJ 3, LLC is a Alexandria-based RIA. The firm has been operating for 17 years. Managing $39.8M in total assets under management, with 1 advisory representatives.
Team overview
61 AVG AGE
$39.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Services
Available
Owner & Executives
F
FREEMAN NAPIER JELKS III
President
- CRD
- #1860719
- Ownership
- 75% or more
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,537,460 | -- |
| Non-Discretionary | $5,219,752 | -- |
| Total | $39,757,212 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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