How does the advisor help clients – Key Takeaways:
- Analyze and interpret financial data to provide personalized investment strategies for clients
- Stay up-to-date on current market trends and use this knowledge to make informed investment decisions
- Work closely with clients to understand their financial goals, risk tolerance, and time horizon
- Provide ongoing monitoring and communication to ensure clients’ portfolios are aligned with their objectives
Facts and Insights
Janney Capital Management LLC is a leading financial advisory firm with a strong track record of helping clients achieve their financial goals. With a team of experienced professionals and a commitment to putting clients’ interests first, Janney provides comprehensive financial services and personalized investment strategies to individuals and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $86.3 billion (as of 2020) |
|---|---|
| Number of Advisors | 819 (as of 2020) |
| Time in Business | 190 years (founded in 1832) |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Portfolio analysis and allocation
- Risk management
- Education planning
- Business planning
- 401(k) and pension plan consulting
- Employee stock ownership plans (ESOPs)
Client Types
Janney Capital Management LLC serves a diverse client base including individual investors, high-net-worth individuals, families, retirement plans, endowments, and foundations. The firm takes a personalized approach to each client, tailoring financial strategies to their unique needs and goals.
Fees & Compensation
Janney Capital Management LLC operates under a fee-based compensation structure, meaning that advisors are paid based on a percentage of the client’s assets under management. This incentivizes advisors to grow and preserve clients’ investments as their compensation is directly tied to the performance of their portfolios. The firm is transparent about all fees, and clients can expect no hidden or surprise charges.
Background
Janney Capital Management LLC is a subsidiary of Janney Montgomery Scott LLC, a leading full-service financial services firm headquartered in Philadelphia, Pennsylvania. Founded in 1832, Janney has a rich history of providing trustworthy financial advice and managing client assets with integrity.
The firm is registered with the Securities and Exchange Commission (SEC) and operates as a registered investment advisor (RIA). Janney Capital Management LLC is also a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
Financial Advisor Disclosures to Know
As with all financial firms, Janney Capital Management LLC is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. Clients can access this information through the SEC’s Investment Advisor Public Disclosure (IAPD) database or by requesting a copy of Janney’s Form ADV.
Overall, Janney Capital Management LLC takes a client-focused approach, carefully listening to clients’ needs and goals and providing expert financial advice and services. With a long-standing reputation for trust and excellence, Janney is a strong choice for individuals and businesses seeking a capable and reputable financial advisor.