CJS Financial Advisers / Cjsf Advisers
Firm details
- Headquarters
- Nashua, New Hampshire
- CRD number
- 162503
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
CJS Financial Advisers (Cjsf Advisers) operates as an independent, individually owned registered investment adviser with a small operational footprint. The firm provides portfolio management for individuals and small businesses and offers manager selection services. It also operates as an insurance broker and lists affiliations with an insurance company and a real estate broker. Fee arrangements include percentage-of-assets, hourly charges, fixed fees and other fee structures. The firm identifies itself as a capital allocator and does not classify itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Carl Smith
Owner, PresidentCRD 2490551
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashua, NH
Hillsborough
Location
Nashua, NH
Headquartered in Nashua, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 1 Tara Blvd
- Time zone
- ET (UTC-5)
- Office locations
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