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Janian Investment Advisers, LLC

Headquartered in SANTA ROSA, CA

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Firm Information

Janian Investment Advisers, LLC is an investment advisor with 1 registered investment advisor representative. The firm manages approximately $18,000,000 in assets for 40 clients, primarily individuals. They provide financial planning, selection of other advisors, and portfolio management services to high-net-worth individuals and other individuals.

Janian Investment Advisers, LLC

$18.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

JANIAN INVESTMENT ADVISERS, LLC has a total of 1 branch locations across the country.

Advisors at Janian Investment Advisers, LLC

View All 1 Advisors

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Disclosures

There are no public disclosures for Janian Investment Advisers, LLC.

Frequently Asked Questions (6)

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