Jeanco Financial,Inc (Irvine)

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.

Jeanco Financial: assets under management

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 firm manages $34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $346.94 thousand each.

Fees & Commissions

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.

Careers at Jeanco Financial,Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Allen Stanley Klosowski	President	1 Aug 1981	75% - 100%	272005
Stacy Lea Tortorello	Chief compliance officer	1 Mar 2005	Other	4683346
Michael James Ottman	Chief compliance officer	1 Mar 2006	Other	1523128

Based in Irvine

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.