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SJA Financial Advisory

SJA Financial Advisory is an investment advisor in Wauwatosa with $468.91M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473857922
SEC advisor number
801-77625
FINRA CRD number
143550
AUM ?
$468.91M (as of 31 Mar 21)
Accounts
1,178 (as of 31 Mar 21)
Employees
8 (7 investment advisory or research)
Address
SJA Financial Advisory
10401 W. INNOVATION DRIVE
SUITE 100
WAUWATOSA
WI 53226
Phone
4143901492

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
16 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$69.69M 539.64K 548.56K -1.6
$22.69M 308.13K 309.77K -0.5
$10.08M 120.77K 122.98K -1.8
$8.28M 134.01K 134.58K -0.4
Vanguard Ftse Developed Markets Etf
$5.98M 118.52K 117.86K +0.6
$3.94M 38.16K 37.84K +0.9
$2.11M 25.3K 27.77K -8.9
$1.96M 27.1K 26.93K +0.6
$1.17M 23.74K 25.66K -7.5
$1.08M 25.31K 24.7K +2.5
SPDR S&P Midcap 400 Etf
$654K 1.36K 1.36K +0.2
$625K 14.12K 14.07K +0.4
Vanguard Total International Bond Etf
$329K 5.78K 6.13K -5.7
$326K 32.6K 32.27K +1.0
$216K 603 603 0
$209K 488 558 -12.5
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings