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JOINER FINANCIAL, LLC
CRD 147962
4944 WINDPLAY DRIVE, SUITE 113, EL DORADO HILLS, CA, 95762, United States
Phone
(916) 988-0000
Fax
916-943-1281
Registration
— (—)
Source
State registered
Total AUM
$63.4M
Discretionary AUM
$63.4M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISOR TO A HEDGE FUND
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $29.2M |
| High net worth individuals | 12 | $34.3M |
All web addresses on file
Official SEC filing: View on IAPD