C-J Advisory is based out of San Jose. C-J Advisory is a large advisory firm with 271 clients and discretionary assets under management (AUM) of $194,698,000 (Form ADV from 2019-04-01). Their last reported 13F filing for Q2 2019 included $155,151,000 in managed 13F securities and a top 10 holdings concentration of 75.32%. C-J Advisory's largest holding is FlexShares Mornigstar US Market with shares held of 300,973. Whalewisdom has at least 12 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15
|Performance for Q1 2019:||2.98%|
|Performance Last 4 Quarters:||4.48%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Corporation|
|Number of employees:||5|
|Other Business Activities:||insurance broker or agent|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees|
|Amount of client funds and securities:|
|Total Number of Clients:||271|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|