J
CRD: 144352
Janis Financial, LLC
Oxnard, CA
8052361178
$26.9M Total AUM
$26.9M Disc. AUM
-- 3Y CAGR
1 Employees
93 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-24-2007
- Office Locations
- 1
Office Locations
-- Oxnard CA
About Janis Financial, LLC
Janis Financial, LLC is a Oxnard-based RIA. The firm has been operating for 19 years. Managing $26.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$26.9M AVG AUM / ADVISOR
$289.1K AVG AUM / CLIENT
19 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Peak
Investment Themes
Pioneer beacon Atlas capital Vertex
Investment Vehicles
Eagle insight
Services
Optima Bridge momentum Glacier Frontier wave Delta fusion Pioneer signal Timber pioneer
Owner & Executives
N
NEIL MICHAEL JANIS
Chief Compliance Officer, Founder
- CRD
- #4341335
- Ownership
- 75% or more
(874) 333-4333
pioneer.unison@ridgecapital.com
in linkedin.com/in/vertex-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,882,864 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,882,864 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,882,864
Equity - Exchange:
11.8% Other:
34.7% Corporate - Investment Grade:
15.6% Municipal Bonds:
28.7% U.S. Government/Agency:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,056,531,196 | 11.8% |
| Other | $3,106,918,010 | 34.7% |
| Corporate - Investment Grade | $1,396,770,056 | 15.6% |
| Municipal Bonds | $2,569,698,757 | 28.7% |
| U.S. Government/Agency | $823,736,188 | 9.2% |
| Total | $8,953,654,207 | 100.0% |