JOINER FINANCIAL, LLC

JOINER FINANCIAL, LLC of EL DORADO HILLS, CA is an SEC-registered investment adviser (CRD 147962). Regulatory assets under management: $63.4M.

Registration

• CRD: 147962
• Type: Registered investment adviser
• Location: 4944 WINDPLAY DRIVE, SUITE 113, EL DORADO HILLS, CA, 95762
• Phone: (916) 988-0000
• Latest filing: 2026-03-12
• Regulatory AUM: $63.4M
• Discretionary AUM: $63.4M
• Clients: 1
• Accounts: 144

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147962 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search