WJ FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- KILLINGWORTH, Connecticut
- CRD number
- 142761
- Registered since
- July 28, 2021
- Website
- wjadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.32%
- Individuals27.72%
- Charitable Organizations0.72%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
WJ Financial Advisors, LLC is an independent, owner-operated registered investment adviser that serves both individual/family and institutional clients. Its advisory menu includes financial planning, portfolio management for individuals and for businesses or institutions, and pension consulting services. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm shows a clear tilt toward equity management as its primary investment approach, while supplementing portfolios with other vehicle types and third-party allocations where appropriate. It does not present itself as an active ESG investor.
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
- Exchange Traded Equities59%
- US Government Bonds26%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds4%
- Investment Grade Corp Bonds2%
Contacts
3 of 5JOSEPH GIACCONE
Financial AdvisorCRD 5589435
WALLACE JONES
OwnerCRD 4577739
Brandon LaChance
Client Services SpecialistCRD 7746039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$67M in ETFs
98%
$65.8M
<1%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $7.2M | 16,620 | 10.67% |
Location
KILLINGWORTH, CT
MIDDLESEX
Location
KILLINGWORTH, CT
Headquartered in KILLINGWORTH, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 255 Route 80
- Time zone
- ET (UTC-5)
- Office locations
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