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Robert Joseph Janecek

URSULA MANAGEMENT, LLC·WOODBURY, New York
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135 CROSSWAYS PARK DRIVE, WOODBURY, NY 11797CRD# 6392383Firm CRD# 172889
01

About

Robert Joseph Janecek is a registered financial advisor based in WOODBURY, New York, affiliated with URSULA MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
URSULA MANAGEMENT, LLC
URSULA MANAGEMENT, LLC
AUM
$109M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at URSULA MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6392383
Firm CRD# 172889
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Joseph Janecek offer?
Robert Joseph Janecek specializes in Investment Management, Retirement Planning. Contact their office in WOODBURY, New York for a consultation.
What are Robert Joseph Janecek's credentials?
Robert Joseph Janecek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Janecek located?
Robert Joseph Janecek is based in WOODBURY, New York, working with URSULA MANAGEMENT, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Robert Joseph Janecek charge for services?
Robert Joseph Janecek's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is URSULA MANAGEMENT, LLC?
URSULA MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $109M in regulatory assets under management. See their Form ADV for full details.
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Craig David Brooks — SPIELBERGER & BROOKS, INC.Stephen Alfred Distante — PFG INVESTMENTS, LLCBarry Alan Champney — PFG INVESTMENTS, LLCDaniel John Englander — URSULA MANAGEMENT, LLCMark Henry Spielberger — SPIELBERGER & BROOKS, INC.
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