$10.6M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-05-2013
- Office Locations
- 1
Office Locations
404 Wyman Street Suite 380 Waltham MA
About JSK Capital Advisors, LLC
JSK Capital Advisors LLC is a Waltham, MA independent RIA founded by Daniel F. Friel, CFA, with an affiliated CPA practice. The one-advisor firm provides custom financial planning and discretionary asset management for individuals and retirement plans, including 401(k) clients. Portfolios primarily use public funds and ETFs with an asset-allocation and risk-management approach, custodied at TD Ameritrade.
Team overview
-- AVG AGE
$10.6M AVG AUM / ADVISOR
$884.5K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
D
DANIEL F. FRIEL
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #6168165
- Ownership
- Less than 5%
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,613,566 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,613,566 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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