Geraldine
Janiczek

Srs Capital Advisors, Inc

CRD#2626182
Investment Advisor
in Denver, CO

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About this Advisor

Geraldine Janiczek is a chartered financial consultant operating in Denver, Colorado who has 3 years of industry experience. Janiczek is on the advisory team at Srs Capital Advisors, Inc. During their career, the advisor has held roles at Noven Financial Group, Inc and Srs Capital Advisors, Inc. Janiczek is registered to work in Colorado. Srs Capital Advisors, Inc is an advisory business that has its headquarters in Denver, CO. It has offices in four locations and a total of 22 advisors. It handles $1 billion in total assets between its 3,450 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves 10 charities and foundations. Of its 3,450 customer accounts, just 8% belong to high-net-worth investors who have at least $1 million in assets available to invest. Srs Capital Advisors, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors depend on the services provided. However, fee types billed by Srs Capital Advisors, Inc can include asset-based and hourly fees.

Certifications and Registrations

Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

730 17Th Street Suite 107
Denver, CO 80202

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Srs Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$1,159,183,101

CO Average: $2,349,664,866
Total Number of Employees

22

CO Average: 28
Total Number of Accounts

3,450

CO Average: 1,101
Average Account Size

$335,995

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Geraldine Janiczek Work History

Geraldine has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Srs Capital Advisors, Inc

2008 - 2020 (12 years)

Noven Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Geraldine Janiczek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Srs Capital Advisors, Inc

Jeffrey Apps
Avon, CO
Michael Riordan
Denver, CO
Patrick South
Wayne, PA
Albert Flores
Denver, CO
Christian Pevarnik
Denver, CO
Geraldine Janiczek
Denver, CO
Philip Cook
Denver, CO
Patrick Johnson
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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