Jantorno Financial Advisors, LLC
Firm details
- Headquarters
- Princeton, New Jersey
- CRD number
- 131409
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jantorno Financial Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering fee-for-service financial planning and discretionary portfolio management tailored to individuals and small businesses. Fee arrangements reported to FINTRX are hourly and fixed-fee engagements rather than asset-based ongoing advisory fees. The firm is not identified as a capital allocator, pension consultant, or multi-state adviser in the available data, and it does not list active ESG investing as part of its stated approach.
Assets & Accounts
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
Contacts
1 of 1Lisa Jantorno
OwnerCRD 4345538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Princeton, NJ
Mercer
Location
Princeton, NJ
Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 13 Roszel Rd
- Time zone
- ET (UTC-5)
- Office locations
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