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, individual-owned registered investment adviser organized as an LLC that registered with the SEC in 2021. The firm serves both individual and family clients as well as business and institutional clients. Compensation arrangements include a percentage-of-AUM fee schedule alongside hourly and fixed-fee engagements. The firm's reported advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The available data indicates the firm is not an active ESG investor and is not positioned as a capital allocator.
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 6
Joseph Giaccone
Financial AdvisorCRD 5589435
Wallace Jones
OwnerCRD 4577739
Dante Bailey
Client Service AssociateCRD 7972111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$72.5M in ETFs
99%
$71.5M
<1%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $6.2M | 16,826 | 8.55% |
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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