FNJ 3, LLC
Firm details
- Headquarters
- ,
- CRD number
- 149809
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.76%
- Corporations / Businesses13.13%
- Pension & Profit Sharing Plans1.95%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
FNJ 3, LLC is an independently owned registered investment adviser organized as an LLC that serves both high-net-worth individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include asset-based (percentage of AUM) fees as well as hourly and fixed-fee billing, suggesting a mix of ongoing portfolio management relationships and project-based engagements. The ADV indicates FNJ 3 is not an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities52%
- Non-Investment Grade Corp Bonds18%
- Cash & Cash Equivalents16%
- Non-Exchange Traded Equities7%
- Investment Grade Corp Bonds7%
Contacts
1 of 1
Freeman Jelks
PresidentCRD 1860719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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