J
CRD: 322978
Janus Financial Planning, LLC
SAN Antonio, TX
2105039982
$13.3M Total AUM
$13.3M Disc. AUM
-- 3Y CAGR
2 Employees
28 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-15-2022
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About Janus Financial Planning, LLC
Janus Financial Planning, LLC is a SAN Antonio-based RIA. The firm has been operating for 3 years. Managing $13.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$6.6M AVG AUM / ADVISOR
$473.8K AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Ember Signal
Client Personas
Ember
Investment Themes
Optima quantum Peak Wave
Investment Vehicles
Ridge wave Zenith radial
Services
Eagle Frontier Quantum summit Ember Prime
Owner & Executives
January Haden Smith IV
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #7610494
- Ownership
- 75% or more
(581) 812-2429
summit.harbor@elementcapital.com
in linkedin.com/in/quantum-signal
Showing 1 of 1 owners & executives
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E
Ellen Smith
--
- CRD
- #8270089
(347) 777-6760
pioneer.zenith@ridgecapital.com
in linkedin.com/in/unison-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,265,031 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,265,031 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,265,031
Public Funds:
28.8% Equity - Exchange:
33.9% Cash:
20.9% U.S. Government/Agency:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,092,971,579 | 28.8% |
| Equity - Exchange | $1,286,518,629 | 33.9% |
| Cash | $793,163,403 | 20.9% |
| U.S. Government/Agency | $622,386,593 | 16.4% |
| Total | $3,795,040,204 | 100.0% |