$20.4M Total AUM
$20.4M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-24-2017
- Office Locations
- 1
Office Locations
-- Oakland CA
About Jane Financial, LLC
Jane Financial, LLC is a fee-only CFP(R) practice serving tech professionals planning a sabbatical, career shift, or exit. Jane Yoo provides ongoing financial planning and portfolio construction with deep equity-compensation expertise, working with a limited number of clients for proactive service. Custody includes Charles Schwab; portfolios commonly use mutual funds and ETFs.
Team overview
44 AVG AGE
$20.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
Available
Owner & Executives
JANE K YOO
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5562051
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,420,373 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,420,373 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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