E J Financial Corp.

Overview

E J Financial Corp. operates as a small, owner-run advisory firm that provides portfolio management for individuals, small businesses and institutions, along with adviser selection services and educational workshops. The firm shows a clear bias toward publicly traded equities: exchange-traded securities are the primary allocation vehicle on its books. Fee arrangements are flexible, including percentage-of-AUM, hourly and fixed-fee engagements, which supports both ongoing advisory relationships and one-off consulting or workshop work. The firm's filing indicates it manages largely non-discretionary relationships, which points to a role focused on giving investment recommendations and implementing trades only when explicitly authorized. Custody choices and the emphasis on exchange-traded instruments align with an approach that favors liquid, transparent positions over extensive use of private placements or illiquid strategies.

Assets & Accounts

Public Holdings

Location & Offices