JANUS FINANCIAL

RIASEC Registered
Total AUM
$33.9M
Discretionary
$33.9M
100% of AUM
Avg account
$194K
Accounts
175
Employees
3
Advisory reps
1

Firm details

Headquarters
Scottsdale, Arizona
CRD number
323940
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals55.57%
  • HNWI44.43%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Janus Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its compensation model combines percentage-of-assets-under-management fees with fixed fees. The firm identifies as a single-state operation and does not list ESG investing as an emphasis. It is not positioned as a capital allocator; rather, it relies on third-party managers and public fund exposure to implement client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 4%, US Government Bonds 2%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities4%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • RYAN JANUS

    Financial AdvisorCRD 7180034

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
4250 N Drinkwater Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth