Janus Financial
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
FINTRXOverview
Janus Financial is an independent, Arizona-registered limited liability company that provides advisory services primarily to individuals and families. The firm is individually owned and bills clients through a mix of AUM-based fees and fixed fees. Core services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and operates within a single state jurisdiction.
Assets & Accounts
Public Holdings
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 Funds91%
- Exchange Traded Equities4%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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