J
$6.0M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-11-2021
- Office Locations
- 1
Office Locations
12352 38th AVE NE Seattle WA
About JAR Advisor
JAR Advisor is a Seattle-based RIA offering goal-centric investment solutions, using ETFs in managed accounts and dynamically managing portfolios at the payout level within each client goal. Serves retail and institutional clients, with a stated focus on entrepreneurs, and custody through Interactive Brokers.
Team overview
38 AVG AGE
$6.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
Rongke Lin
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6563854
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,875,892 | -- |
| Non-Discretionary | $2,156,156 | -- |
| Total | $6,032,048 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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