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Wj Financial Advisors, LLC

● SEC registered since 2021CRD 142761SEC# 801-121886Killingworth, CT
Export (members)
Reg. AUM
$154.9M
Employees
3
Accounts
673
Location
Killingworth, CT

Wj Financial Advisors, LLC assets under management

Wj Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Killingworth, CT. The firm has been registered since 2021. It reports $154.9 million in regulatory assets under management and employs 3 people.
www.wjadvisors.comView on SEC.gov ↗

Wj Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jennifer Lee Elles-Jones ControlMember25-50%2006
Joseph David GiacconeMember10-25%2016
Wallace Clifford Jones ControlPresident/Managing Member/Cco25-50%2006

Frequently asked questions

How much does Wj Financial Advisors, LLC manage?

Wj Financial Advisors, LLC reports $154.9 million in regulatory assets under management on its Form ADV.

How many employees does Wj Financial Advisors, LLC have?

Wj Financial Advisors, LLC reports 3 employees.

Where is Wj Financial Advisors, LLC located?

Wj Financial Advisors, LLC is based in Killingworth, CT and has been SEC-registered since 2021.

Does Wj Financial Advisors, LLC disclose fund performance?

Wj Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address255 Route 80, Suite 201, Killingworth, CT 06419
Phone860-663-3646
Fax860-452-4637
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK2095682
Discloses disciplinary historyNo

Assets under management

Discretionary$154.9M
Non-discretionary$0
Total (RAUM)$154.9M