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 13 Oct 22)
Accounts
1,222
(as of 13 Oct 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
Office hours
Monday - Friday, 8:30 AM - 4:30 PM
Phone
4143901492
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dailey, Joseph, Banfay | Owner, Manager & COO | 01/2015 | 25-50% |
Goihl, Matthew, Paul | Owner & Manager | 01/2015 | 25-50% |
Dodge, Adam, William | Owner & Manager | 09/2016 | 10-25% |
Taylor, Amanda, Hunn | Owner & Manager | 01/2019 | 10-25% |
Pingel, Angela, Lynne | Owner, Manager, General Counsel & CCO | 03/2020 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
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