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Sjp Advisors,LLC (Dallas)


Sjp Advisors,LLC is a large advisory firm based in Dallas. It manages $35.35 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Louisiana and Texas.

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Sjp Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sjp Advisors: assets under management

The assets under management (AUM) of Sjp Advisors,LLC is $35.35 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14.76 million in discretionary accounts and $20.59 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $421.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.43 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sjp Advisors,LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Sjp Advisors,LLC performs its advisory services is located at 300 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. An additional office of the firm is in New Orleans, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-624-1000 or by fax 214-624-1010. The normal business hours are 8:00am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.sjpadvisors.com.


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