RIA · CRD 144352SEC-Registered

Updated:

JANIS FINANCIAL, LLC

Janis Financial LLC is a registered investment advisor with minimal public disclosure.

JANIS FINANCIAL, LLC

JANIS FINANCIAL, LLC is an SEC-registered investment adviser in CAMARILLO, CA. The firm manages approximately $27 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

North America

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Janis Financial LLC?

Janis Financial LLC does not publicly disclose its leadership team or investment committee. SEC filings do not name specific principals, and the firm lacks a public website or LinkedIn profile. This makes it impossible to identify who is responsible for investment decisions without direct engagement with the firm.

Is Janis Financial LLC a single family office or a multi-family office?

Based on its SEC registration as an RIA and the lack of public information linking it to a specific family name, Janis Financial LLC is likely structured as a multi-family office or an independent RIA serving multiple clients. However, this is an inference from its regulatory status; no confirmatory source exists.

How can I verify the firm's regulatory status?

Janis Financial LLC appears in SEC filings as a registered investment advisor. These filings can be accessed through the SEC's Investment Adviser Public Disclosure (IAPD) database. They confirm the firm's RIA status and provide basic business address information, but do not disclose AUM, clients, or investment strategy in detail.

What investment stages does Janis Financial LLC typically target?

There is no public information about Janis Financial LLC's target investment stages. The firm may engage in traditional RIA activities like asset allocation and portfolio management, but its specific focus is unconfirmed. No venture, growth, or direct deal activity has been documented.

Does Janis Financial LLC maintain a philanthropic foundation?

No public records or disclosures link Janis Financial LLC to a philanthropic foundation. The firm does not appear to operate a charitable arm under its own name, though clients may have independent philanthropic vehicles.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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