Financial Justus, LLC

EST. AUM
$169,301,719

CONTACTS
1

CLIENT ACCOUNTS
300

Firm Details

Metro area Milwaukee
CRD Number 336690
Website n
Client types

Overview

Financial Justus, LLC positions itself as a fee-only, planning-centric RIA that marries flat-fee financial planning with discretionary portfolio management and in-house tax prep, aiming to give mid-market households a single, conflict-light platform for every stage of their financial life.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Financial Justus, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company