Foronjy Financial

RIASEC RegisteredEst. 2024

Total AUM

$278M

Discretionary

$278M

100% of AUM

Avg account

$509K

Accounts

546

Employees

Advisory reps

Firm details

Headquarters: Santa Barbara, California
CRD number: 332380
Registered since: August 16, 2024
Website: www.foronjyfinancial.com
Custodians: LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.8%
Individuals19.52%
Pension & Profit Sharing Plans0.47%
Corporations / Businesses0.22%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Foronjy Financial is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory scope, as reported in its filings, centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Foronjy Financial charges fees on a mix of percentage of AUM, hourly fees, and fixed fees. It does not identify as an active ESG investor and does not act as a capital allocator.