JANIS FINANCIAL, LLC

JANIS FINANCIAL, LLC is an SEC-registered investment adviser (CRD 144352). Regulatory assets under management: $26.9M.

Registration

• CRD: 144352
• Type: Registered investment adviser
• Phone: 805-236-1178
• Latest filing: 2026-03-31
• Regulatory AUM: $26.9M
• Discretionary AUM: $26.9M
• Clients: 1
• Accounts: 93

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144352 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search