JULIUS WEALTH ADVISORS, LLC

RIASEC Registered

Total AUM

$50.7M

Discretionary

$50.4M

99% of AUM

Avg account

$260K

Accounts

195

Employees

Advisory reps

Firm details

Headquarters: ENGLEWOOD CLIFFS, New Jersey
CRD number: 316741
Website: www.juliuswealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.99%
Individuals31.39%
Pension & Profit Sharing Plans0.51%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Julius Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both private clients (individuals and families) and institutional clients, charging either a percentage of assets under management or fixed fees depending on the engagement. Its advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor and is not reported as a multi-state or capital-allocating adviser.