Christensen Capital, LLC

Christensen Capital, LLC (CRD# 117699) is a financial advisory firm headquartered in , . They manage $20,647,051 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $2,580,881
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

IA, TX

Financial Advisors at Christensen Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jon B. Christensen
CRD#: 1604306
Slater, IA
93
Wealthminder
score

Jon Christensen (CRD# 1604306) is an Investment Advisor Representative working at Christensen Capital, LLC in Slater, IA and has over 31 years of experience in the finance industry.

2
Jon P. Smith
CRD#: 3000165
Dallas, TX
83
Wealthminder
score

Jon Smith (CRD# 3000165) is an Investment Advisor Representative working at Christensen Capital, LLC in Dallas, TX and has over 20 years of experience in the finance industry.

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