January Capital Advisors LLC
January Capital Advisors LLC (CRD# 177514) is a financial advisory firm headquartered in San Francisco, CA. They manage $55,200,000 in 247 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management55MILLION
Total Number of Accounts247ACCOUNTS
Average Account Value$223,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Michael Porfido (CRD# 1359570) is an Investment Advisor Representative working at January Capital Advisors LLC in San Francisco, CA and has over 28 years of experience in the finance industry. Michael Porfido has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Hodges (CRD# 5586331) is an Investment Advisor Representative working at January Capital Advisors LLC in San Francisco, CA and has over 9 years of experience in the finance industry.