J
CRD: 132747
Janal Capital Management LLC
Rochester, NY
5852813672
$23.2M Total AUM
$23.2M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2004
- Office Locations
- 1
Office Locations
-- Rochester NY
About Janal Capital Management LLC
Janal Capital Management LLC is a Rochester-based RIA. The firm has been operating for 21 years. Managing $23.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Insurance.
Team overview
-- AVG AGE
$23.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Peak Capital
Investment Themes
Crest meridian Vector
Investment Vehicles
Vector vital
Services
Eagle
Owner & Executives
A
ALAN HOWARD RESNICK
Chief Compliance Officer, President
- CRD
- #1864476
- Ownership
- 50% but less than 75%
(667) 202-8603
delta.alpha@peakcapital.com
in linkedin.com/in/legacy-vector
J
JANICE RESNICK
President, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
(538) 382-6887
ridge.timber@capitalcapital.com
in linkedin.com/in/matrix-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,200,000
Public Funds:
67.8% Equity - Exchange:
18.2% Equity - OTC:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $872,205,909 | 67.8% |
| Equity - Exchange | $234,131,970 | 18.2% |
| Equity - OTC | $180,101,515 | 14.0% |
| Total | $1,286,439,394 | 100.0% |