Foronjy Financial

RIASEC RegisteredEst. 2024

Total AUM

$278M

Discretionary

$278M

100% of AUM

Avg account

$509K

Accounts

546

Employees

Advisory reps

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

FINTRX

Overview

Foronjy Financial is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services, as described in regulatory filings, center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Foronjy Financial charges a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). The firm does not identify as an active ESG investor, does not operate as a capital allocator, and is not registered as a multi-state adviser.