Christensen Capital, LLC

Christensen Capital, LLC (CRD# 117699) is a financial advisory firm headquartered in , . They manage $59,798,306 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.christensencapital.net
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $9,966,384
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
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 Christensen, financial advisor Slater IA
Jon B. Christensen
CRD#: 1604306
Slater, IA

Jon Christensen (CRD# 1604306) is an Investment Advisor Representative working at Christensen Capital, LLC in Slater, IA and has over 37 years of experience in the finance industry.

2
Jon Smith, financial advisor Dallas TX
Jon P. Smith
CRD#: 3000165
Dallas, TX

Jon Smith (CRD# 3000165) is an Investment Advisor Representative working at Christensen Capital, LLC in Dallas, TX and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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