SJA Financial Advisory is an investment advisor in Wauwatosa with $535.53 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473857922
SEC advisor number
801-77625
FINRA CRD number
143550
AUM ?
$535.53 mm
(as of 31 Mar 22)
Accounts
1,222
(as of 31 Mar 22)
Employees
9
(6 investment advisory or research)
Address
SJA Financial Advisory
10401 W. INNOVATION DRIVE
SUITE 100
WAUWATOSA
WI 53226
10401 W. INNOVATION DRIVE
SUITE 100
WAUWATOSA
WI 53226
Phone
4143901492
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21
13F-HR
Quarterly holdings report by institutional manager
21 Jul 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
6 Nov 20
13F-HR
Quarterly holdings report by institutional manager
12 Aug 20
13F-HR
Quarterly holdings report by institutional manager
11 May 20