Just Advisors
RIASEC Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$240K
Accounts
21
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 148512
- Website
- just-advisors.com
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations60.77%
- HNWI36.71%
- Individuals2.52%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Just Advisors is a small, privately owned corporate RIA that serves both individual/family and institutional clients. The firm provides fee-based portfolio management focused on individuals and small businesses and also operates as an insurance broker. It charges clients a percentage of assets under management and is not positioned as an allocator of outside capital or as a pension consultant. The adviser does not report active ESG investing and is not registered as a multi-state adviser in the source data.
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
- US Government Bonds84%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents4%
- Exchange Traded Equities1%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1
Justin Spees
ChairmanCRD 5205252
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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