N
$48.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
105 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-28-2020
- Office Locations
- 1
Office Locations
420 Washington Street Suite 401 Braintree MA
About Najarian Financial LLC
Najarian Financial is a tech-forward advisory firm helping clients consolidate finances and make informed decisions through retirement planning, lifetime-income design, portfolio strategy, and life insurance analysis. The firm also supports stock trading education and access to bitcoin funds. Custody and planning stack include Schwab and MoneyGuidePro.
Team overview
42 AVG AGE
$48.4M AVG AUM / ADVISOR
$460.7K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL KENNETH NAJARIAN
Chief Compliance Officer, Managing Member
- CRD
- #6014094
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $48,376,686 | -- |
| Total | $48,376,686 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing