CJS Financial Advisers / Cjsf Advisers

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

Firm details

Headquarters
Nashua, New Hampshire
CRD number
162503
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

CJS Financial Advisers (Cjsf Advisers) operates as an independent, individually owned registered investment adviser with a small operational footprint. The firm provides portfolio management for individuals and small businesses and offers manager selection services. It also operates as an insurance broker and lists affiliations with an insurance company and a real estate broker. Fee arrangements include percentage-of-assets, hourly charges, fixed fees and other fee structures. The firm identifies itself as a capital allocator and does not classify itself as an active ESG investor.

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
  • Carl Smith

    Carl Smith

    Owner, PresidentCRD 2490551

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

Nashua, NH

Hillsborough

Location

Nashua, NH

Headquartered in Nashua, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Hillsborough
Address
1 Tara Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth