SJA Financial Advisory

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

21 High St Ste 301, North Andover, Massa...

Phone Number

(414) 390-1492

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About SJA Financial Advisory

Broadview Financial Management offers fee-only financial planning services aimed at helping individuals and families define and prioritize their financial goals. They cater to a diverse clientele, including high net worth individuals and those just starting their financial journey. The firm emphasizes personalized, fiduciary advice without earning commissions, ensuring clients receive tailored strategies that align with their values. Their experienced team is dedicated to guiding clients through financial transitions, providing peace of mind and a path to financial freedom.Explore more
Popular SearchesSja Financial Advisory LLCSja Auto Sales LLCSja Investments LLCSja Development Co. LLCSJA Financial AdvisorySIC Code 62,628NAICS Code 52,523Show more

SJA Financial Advisory Org Chart

PhoneEmail
CS
United States flag for contact location.

Senior Portfolio Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SJA Financial Advisory

<$5M
1-10
Private
-
2004
CS
Christine SmythSenior Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

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Activity Insights

SJA Financial Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

SJA Financial Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SJA Financial Advisory.

SJA Financial Advisory Tech Stack

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Frequently Asked Questions Regarding SJA Financial Advisory

What is SJA Financial Advisory's official website?
SJA Financial Advisory's official website is www.sjafa.com
What is SJA Financial Advisory's Revenue?
SJA Financial Advisory's revenue is <$5 Million
What is SJA Financial Advisory's SIC code?
SJA Financial Advisory's SIC: 62,628
What is SJA Financial Advisory's NAICS code?
SJA Financial Advisory's NAICS: 52,523
How many employees does SJA Financial Advisory have?
SJA Financial Advisory has 1-10 employees
What industry does SJA Financial Advisory belong to?
SJA Financial Advisory is in the industry of: Finance, Securities Trading
What is SJA Financial Advisory competition?
SJA Financial Advisory top competitors include: Wayne Firebaugh, Charleston Financial Advisors, Safe Landing Financial, Highsmith Financial Planning
What technology does SJA Financial Advisory use?
Some of the popular technologies that SJA Financial Advisory uses are: Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates, Amazon Web Hosting
How do I contact SJA Financial Advisory?
SJA Financial Advisory contact info: Phone number: (414) 390-1492 Website: www.sjafa.com
What does SJA Financial Advisory do?

Broadview Financial Management offers fee-only financial planning services aimed at helping individuals and families define and prioritize their financial goals. They cater to a diverse clientele, including high net worth individuals and those just starting their financial journey. The firm emphasizes personalized, fiduciary advice without earning... commissions, ensuring clients receive tailored strategies that align with their values. Their experienced team is dedicated to guiding clients through financial transitions, providing peace of mind and a path to financial freedom.Read More

Is SJA Financial Advisory a public company?
SJA Financial Advisory is private company therefore does not currently have an official ticker symbol
See more information about SJA Financial Advisory

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