C-j Advisory, Inc.

C-j Advisory, Inc. (CRD# 133665) is a financial advisory firm headquartered in San Jose, CA. They manage $250,546,454 in 913 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    913
    ACCOUNTS
  • Average Account Value
    $274,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NH, OR, TX, WA

Financial Advisors at C-j Advisory, Inc.
No Advisor Found.
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