Jeanco Financial,Inc is an adviser based in Irvine. It manages $34 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Jeanco Financial provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jeanco Financial,Inc is $34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Jeanco Financial,Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Allen Stanley Klosowski has been acting as President since 1 Aug 1981. Michael James Ottman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Jeanco Financial,Inc performs its advisory services is located at 19200 Von Karman Avenue, Irvine, CA 92612, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-752-1396 or by fax 949-475-9430. The normal business hours are 8:00 a.m.-4:00 p.m. on Monday - Friday.