C-J Advisory is an investment advisor in San Jose with $250.55 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
C-J Advisory, Inc
SEC CIK
IRS number
770416750
SEC advisor number
801-70334
FINRA CRD number
133665
AUM ?
$250.55 mm
(as of 18 Apr 22)
Accounts
913
(as of 18 Apr 22)
Employees
4
(4 investment advisory or research)
Address
C-J Advisory
2060 THE ALAMEDA
SAN JOSE
CA 95126
2060 THE ALAMEDA
SAN JOSE
CA 95126
Office hours
Monday - Friday, 8 AM-5 PM
Phone
408-345-2890
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Vandyke, Kevin, Michael | Owner | 09/2016 | > 75% |
Murphy, Kurt, Raymond | Chief Compliance Officer | 02/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21
13F-HR
Quarterly holdings report by institutional manager
28 Jul 21
13F-HR
Quarterly holdings report by institutional manager
6 May 21
13F-HR
Quarterly holdings report by institutional manager
29 Jan 21
13F-HR
Quarterly holdings report by institutional manager
27 Oct 20
13F-HR
Quarterly holdings report by institutional manager
3 Aug 20
13F-HR
Quarterly holdings report by institutional manager
30 Apr 20
13F-HR
Quarterly holdings report by institutional manager
10 Feb 20
13F-HR
Quarterly holdings report by institutional manager
9 Oct 19
13F-HR
Quarterly holdings report by institutional manager
3 Jul 19