January Capital Advisors LLC
January Capital Advisors LLC (CRD# 177514) is a financial advisory firm headquartered in San Francisco, CA. They manage $104,681,095 in 320 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management105MILLION
Total Number of Accounts320ACCOUNTS
Average Account Value$327,128
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Michael Porfido (CRD# 1359570) is an Investment Advisor Representative working at January Capital Advisors LLC in San Francisco, CA and has over 29 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.