Jeffrey Jay Bogdanovich is a large advisory firm based in Edmonds. It manages $192.15 million of regulatory assets for 162 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Louisiana and Washington.
Jeffrey Jay Bogdanovich provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jeffrey Jay Bogdanovich is $192.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 298% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jeffrey Jay Bogdanovich for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Jeffrey Jay Bogdanovich is high net worth individuals with 62 clients and $146.15 million of assets under management. Among the 10 most similar advisory firms, Jeffrey Jay Bogdanovich has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $192.15 million for 162 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Jeffrey Jay Bogdanovich doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Jeffrey Jay Bogdanovich performs its advisory services is located at 100 2 Nd Ave S, Edmonds, WA 98020 3512, 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 206-522-4478 or by fax 425-672-1471. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at jbogdanovich.com.