FORONJY FINANCIAL
Firm details
- Headquarters
- SANTA BARBARA, California
- CRD number
- 332380
- Registered since
- August 16, 2024
- Custodians
- LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.8%
- Individuals19.52%
- Pension & Profit Sharing Plans0.47%
- Corporations / Businesses0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Foronjy Financial is an independent registered investment adviser organized as a limited liability company. The firm positions itself as a fee-based adviser to both individual and family clients and institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model is mixed—percentage of assets under management supplemented by hourly and fixed-fee engagements—so it can serve clients who want ongoing discretionary management and those who prefer project-based planning work. Investment activity centers on public pooled vehicles, with a clear tilt toward mutual funds and other public fund wrappers. The firm does not report itself as an active ESG investor and does not act as a capital allocator to external hedge or private equity platforms; instead it relies on third-party managers and packaged products to build client portfolios. Foronjy Financial is structured for discretionary management: all reported assets are discretionary, indicating the firm typically makes ongoing portfolio decisions on behalf of clients.
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities7%
- Other6%
- Cash & Cash Equivalents2%
- Private Funds1%
Contacts
3 of 3BRYAN FORONJY
Principal & Wealth ManagerCRD 4978922
Emily Goodman
Wealth ManagerCRD 7676224
CASEY MARKS
Wealth ManagerCRD 4748267
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA BARBARA, CA
SANTA BARBARA
Location
SANTA BARBARA, CA
Headquartered in SANTA BARBARA, CA, in the West of the United States.
- Region
- West
- County
- SANTA BARBARA
- Address
- 401 Chapala St
- Time zone
- PT (UTC-8)
- Office locations
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