Janis Financial, LLC

Janis Financial, LLC (CRD# 144352) is a financial advisory firm headquartered in Bainbridge Island, WA. They manage $18,512,000 in 185 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $100,065
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
403 Madison Ave N, Ste 240, Bainbridge Island, WA 98110
93
Wealthminder
score

Neil Janis (CRD# 4341335) is an Investment Advisor Representative working at Janis Financial, LLC in Bainbridge Island, WA and has over 17 years of experience in the finance industry.

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