Investment adviser · CRD 133665
C-J ADVISORY, INC.
Investment adviser filing (IA)
SAN JOSE, CA, United States · Form ADV filed Apr 18, 2022
- Regulatory AUM
- $251M Form ADV · Item 5.F
- Client accounts
- 913 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 77 | $174,077,677 | 69.5% |
| Individuals | 178 | $58,252,685 | 23.3% |
| Charities | Fewer than 5 | $13,936,537 | 5.6% |
| Retirement plans | 7 | $4,050,585 | 1.6% |
| Corporations & businesses | Fewer than 5 | $228,970 | 0.1% |
Filing source
Form ADV 1643314 · Apr 18, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 18, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2060 THE ALAMEDASAN JOSE, CA, 95126-1135, United States
CRD 133665
Filing source
Form ADV 1643314 · Apr 18, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.