Janis Financial, LLC

Overview

Janis Financial, LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals, families and small businesses. The firm combines ongoing portfolio management with financial planning work and charges clients by a percentage of assets under management and for planning on an hourly basis. Investment activity centers on equity exposure as the primary allocation tool, while third-party managers are used for select alternative strategies. Janis Financial manages client relationships on a discretionary basis, positioning portfolios for long-term growth with complementary income and strategic diversification where appropriate. The firm does not position itself as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices