Wendy Ann Jankoski (Englewood)


Wendy Ann Jankoski is an adviser based in Englewood. It manages $27.14 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2002.

Wendy Ann Jankoski provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wendy Ann Jankoski: assets under management

The assets under management (AUM) of Wendy Ann Jankoski is $27.14 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.44 million in discretionary accounts and $6.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $523.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.68 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wendy Ann Jankoski for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Englewood

The principal office where Wendy Ann Jankoski performs its advisory services is located at 82 Cayman Isles Blvd., Englewood, FL 34223, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-475-5311 or by fax 941-475-5311. The normal business hours are 9:30 am - 5 pm on Monday - Friday.

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