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Building 2JANUARY CAPITAL ADVISORS LLC

Map pinSAN FRANCISCO, CA
Phone415-494-2790
NotebookSEC #801-111841
Total AUM
$193.2M
Employees
4
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 BUSH STREET
4TH FLOOR
SAN FRANCISCO
CA 94104
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
415-494-2790
Other Offices
1

ReceiptFinancials

Total AUM
$193.2M
Accounts
470
Discretionary
$175.9M
Accounts
463
Non-Discretionary
$17.3M
Accounts
7

ContactClients

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Individual Clients
135
AUM
$48.9M
HNW Individual Clients
45
AUM
$116.2M
Pension/Profit Sharing Plan Clients
1
AUM
$11.6M
Corporation or Business Clients
6
AUM
$16.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANHNYORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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