DJ Financial
Firm details
- Headquarters
- Roseburg, Oregon
- CRD number
- 168015
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals46.05%
- HNWI41.07%
- Pension & Profit Sharing Plans12.13%
- Corporations / Businesses0.76%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DJ Financial is a small, independent registered investment adviser operating as a sole proprietorship under individual ownership. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its listed business activity is accounting, and its fee model combines a percentage-of-assets approach with hourly billing for some services. The firm does not identify as an active ESG investor and does not appear to operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities30%
- US Government Bonds30%
- Exchange Traded Equities15%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Dan Jones
Investment & Tax AdvisorCRD 6283202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Roseburg, OR
Douglas
Location
Roseburg, OR
Headquartered in Roseburg, OR, in the West of the United States.
- Region
- West
- County
- Douglas
- Address
- 1929 Ne Diamond Lake Blvd
- Time zone
- PT (UTC-8)
- Office locations
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