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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Radial
- Established Date
- 01-04-2023
- Office Locations
- 1
Office Locations
About Janus Financial
Janus Financial (Scottsdale, AZ) is an independent advisory firm led by Ryan Janus (CFP, Enrolled Agent) focused on helping retirees navigate tax-smart retirement. Services center on integrated income, tax, and investment planning—withdrawal sequencing, RMD and Roth conversion strategy, Medicare premium impacts, and legacy planning—supported by a 3-month engagement and ongoing monitoring. Differentiator: the firm creates the tax strategy and prepares clients’ tax returns, with an ETF-heavy portfolio approach on Altruist.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN JANUS
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #7180034
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,894,069 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,894,069 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,894,069
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,244,649,561 | 29.7% |
| Equity - Exchange | $2,085,936,966 | 27.6% |
| Cash | $733,101,035 | 9.7% |
| U.S. Government/Agency | $1,073,199,453 | 14.2% |
| Corporate - Investment Grade | $1,420,855,614 | 18.8% |
| Total | $7,557,742,629 | 100.0% |