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NAJARIAN FINANCIAL LLC
CRD 306339
420 WASHINGTON STREET, SUITE 401, BRAINTREE, MA, 02184, United States
Phone
617-680-8169
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$48.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $12.8M |
| High net worth individuals | 10 | $27.7M |
| Pension/profit sharing plans | 6 | $7.9M |
All web addresses on file
Official SEC filing: View on IAPD