$30.6M Total AUM
$30.6M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist · Lincoln Financial · SSG
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-03-2007
- Office Locations
- 1
Office Locations
30 East Padonia Road, Suite 301 Timonium MD
About JBA Financial Advisors
JBA Financial Advisors is a Timonium-based RIA. The firm has been operating for 18 years. Managing $30.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Lincoln Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$30.6M AVG AUM / ADVISOR
$765.5K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Pathway meridian Foundation Element
Client Personas
Pioneer Unison
Investment Themes
Glacier Beacon fusion
Investment Vehicles
Vital eagle
Services
Alpha Vertex catalyst Harbor eagle Bridge Beacon alpha Bridge Insight
Owner & Executives
J
JOHN JOSEPH BERZELLINI JR
PRINCIPAL
- CRD
- #2140196
- Ownership
- 75% or more
(905) 618-4221
ridge.ridge@bridgecapital.com
in linkedin.com/in/horizon-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,619,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,619,340 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,619,340
Equity - OTC:
16.4% Equity - Exchange:
27.7% Other:
21.1% Public Funds:
26.2% Cash:
8.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $800,284,531 | 16.4% |
| Equity - Exchange | $1,351,700,092 | 27.7% |
| Other | $1,029,634,366 | 21.1% |
| Public Funds | $1,278,503,336 | 26.2% |
| Cash | $419,661,402 | 8.6% |
| Total | $4,879,783,727 | 100.0% |