THE JUST COMPANY

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
INDIANAPOLIS, Indiana
CRD number
119088
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsMarket Timing Services

Firm profile

FINTRX

Overview

The Just Company is organized as a corporation under individual ownership and provides advisory services focused on financial planning and portfolio management for individuals and small businesses. Its service menu includes portfolio management, financial planning and market timing services. The firm charges clients using a mix of percentage-of-assets, hourly fees and fixed fees. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MARK JUST

    PresidentCRD 1138738

Wealth teams

FINTRX

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

INDIANAPOLIS, IN

MARION

Location

INDIANAPOLIS, IN

Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
MARION
Address
8335 Allison Pointe Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth