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JANUARY CAPITAL ADVISORS LLC
JANUARY CAPITAL ADVISORS LLC
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 177514
SEC# 801-111841
1
415-494-2790
01
Firm Overview
AUM
$216M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at JANUARY CAPITAL ADVISORS LLC
3 registered advisors
Helen Theresa Doyle
SAN FRANCISCO, California
CFP
CRD# 5104201
Jeffrey Paul Hodges
SAN FRANCISCO, California
CRD# 5586331
Michael Anthony Porfido
SAN FRANCISCO, California
CFP
CRD# 1359570
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. JANUARY CAPITAL ADVISORS LLC (CRD# 177514) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.