Ji Financial Services, LLC
RIAState Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$100K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332454
- Website
- www.jingrp.cloud
- Custodians
- ASSETMARK CAPITAL
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
JI Financial Services, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. Its pricing combines a percentage-of-AUM component with fixed fees. FINTRX flags the firm as a capital allocator and an active ESG investor, indicating ESG considerations are part of its investment process and that it sources external managers for some allocations.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations