January Capital Advisors LLC

January Capital Advisors LLC (CRD# 177514) is a financial advisory firm headquartered in San Francisco, CA. They manage $215,815,626 in 889 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
855 Sansome Street, 3rd Floor, San Francisco, CA 94111
https://www.linkedin.com/in/jeff-hodges-aa20545/
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    889
    ACCOUNTS
  • Average Account Value
    $242,762
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NH, NY, OR, TX

Financial Advisors at January Capital Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Hodges, financial advisor San Francisco CA
Jeffrey P. Hodges
CRD#: 5586331
855 Sansome Street, 3rd Floor, San Francisco, CA 94111

Jeffrey Hodges (CRD# 5586331) is an Investment Advisor Representative working at January Capital Advisors LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

2
Michael Porfido, financial advisor San Francisco CA
Michael A. Porfido
CRD#: 1359570
855 Sansome Street, 3rd Floor, San Francisco, CA 94111

Michael Porfido (CRD# 1359570) is an Investment Advisor Representative working at January Capital Advisors LLC in San Francisco, CA and has over 35 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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