Jeffrey Jay Bogdanovich (Edmonds)

Name: Jeffrey Jay Bogdanovich
Address: 100 2 Nd Ave S, Edmonds, WA, 98020 3512
Telephone: 206-522-4478

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.

Jeffrey Jay Bogdanovich: assets under management

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 firm manages $192.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.19 million each.

Investments

The firm invests in investment and business development companies the most. They account for 80% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio. Investments in exchange traded securities form 8% of the total invested assets.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jeffrey Jay Bogdanovich serves?

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.

Careers at Jeffrey Jay Bogdanovich

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey J Bogdanovich	Sole member & chief compliance officer	1 Jan 1999	75% - 100%	3168177

Based in Edmonds

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.