Janis Financial, LLC

Janis Financial, LLC (CRD# 144352) is a financial advisory firm headquartered in Poulsbo, WA. They manage $17,215,400 in 80 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $215,193
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
  • Selection of other advisers (including private fund managers)
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.

CA, WA

Financial Advisors at Janis Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Neil M. Janis
CRD#: 4341335
19301 8th Ave Ne Suite D, Poulsbo, WA 98370
93
Wealthminder
score

Neil Janis (CRD# 4341335) is an Investment Advisor Representative working at Janis Financial, LLC in Poulsbo, WA and has over 15 years of experience in the finance industry.

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