Janal Capital Management LLC
RIAState Registered
Total AUM
$23.2M
Discretionary
$23.2M
100% of AUM
Avg account
$1.5M
Accounts
15
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 132747
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.52%
- Individuals9.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Janal Capital Management LLC is an independent, privately owned RIA organized as an LLC that advises individual and family clients, as well as small businesses. The firm bills on a percentage-of-AUM basis and provides financial planning and discretionary portfolio management tailored to individuals and small business owners. The adviser does not identify as an ESG-focused investor, does not act as a capital allocator to third-party managers, and does not present itself as a pension consultant or related/advisory network.
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 Funds95%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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