Investment adviser · CRD 106725
JOYN ADVISORS, INC.
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Nov 25, 2019
- Regulatory AUM
- $1.38B Form ADV · Item 5.F
- Client accounts
- 2,970 Accounts, not individual clients
- Employees
- 38 Reported in this filing
- Advisory professionals
- 19 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 | 629 | $1,234,555,282 | 89.1% |
| Corporations & businesses | 26 | $78,570,137 | 5.7% |
| Individuals | 156 | $71,739,132 | 5.2% |
Filing source
Form ADV 1357290 · Nov 25, 2019 · 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: Nov 25, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Fixed
Principal office
1100 ABERNATHY ROAD, SUITE 500ATLANTA, GA, 30328-5646, United States
CRD 106725
Filing source
Form ADV 1357290 · Nov 25, 2019 · 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.