NAJARIAN FINANCIAL LLC

RIASEC Registered

Total AUM

$48.4M

Discretionary

0% of AUM

Avg account

$243K

Accounts

199

Employees

Advisory reps

Firm details

Headquarters: BRAINTREE, Massachusetts
CRD number: 306339
Website: www.najarianfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.23%
Individuals26.39%
Pension & Profit Sharing Plans16.39%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Najarian Financial LLC is an independent, individually owned registered advisory operating as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting support, and the selection of outside advisers. It also provides brokerage and accounting-related services — listed activities include insurance brokerage and accounting — and charges clients via a mix of AUM-based fees, hourly rates, and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not indicated as a multi-state adviser.