RIA Intelligence

C-J ADVISORY, INC.

CRD #133665 SEC #801-70334 SAN JOSE, CA 408-345-2890
SEC Registered
Total AUM
$250.5M
Discretionary
$250.5M
Employees
4
Clients
251
Accounts
913

AUM Over Time

DateApr 2022
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees4
Clients4
DateMar 2022
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees4
Clients4
DateMay 2021
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$191.2M
Discretionary$191.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$191.2M
Discretionary$191.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees6
Clients400
DateMar 2016
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees5
Clients300
DateSep 2015
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees5
Clients300
DateFeb 2015
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees5
Clients300
DateJun 2014
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees5
Clients300
DateApr 2013
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees3
Clients300
DateMar 2012
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees10
Clients--