Jhanti Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Jhanti Financial is a registered investment adviser that offers portfolio management, investment advisory and financial planning services to a range of client types, including corporations, business development companies, charitable organizations, small businesses and individuals. The firm also provides education seminars and workshops aimed at low- to middle-income individuals and distributes periodicals and newsletters to both clients and the general public.
The firm says it tailors advice to each client’s investment objectives and risk tolerance and uses a mix of fundamental and technical analysis, chart patterns, sector analysis and political analysis when evaluating strategies. It reports managing accounts primarily on a discretionary basis, performs weekly cursory reviews with a more thorough monthly review of accounts, and offers an optional wrap-fee program for bundled services.
Notable, less typical features disclosed in the brochure include subscription-based newsletters (listed at $5.99), hourly consulting fees ($50/hour) and one-time seminar fees, indicating multiple non‑AUM revenue sources in addition to percentage‑of‑assets fees. The firm also contracts with an affiliated broker‑dealer/custodian (Money Bloc) and operates as a financial division of a corporation that conducts export/import operations outside the advisory business.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Cash flow / budgeting
Fee options
One-time fixed fees: $500.00 (Investment Advice), $40.00 Per Person (Education Seminars)
Under $30,000+: $1,000 annual fixed fee $30,000 - $69,999: 3.00% annually $70,000 - $99,999: 3.00% annually $100,000 - $199,999: 3.00% annually $200,000 - $299,999: 3.00% annually $300,000 - $399,999: 3.00% annually $400,000 - $499,999: 3.00% annually $500,000 - $599,999: 3.00% annually $600,000 - $999,999: 3.00% annually $1,000,000 - $1,499,999: 3.00% annually $1,500,000+: 3.00% annually
$50.00 per hour
Account minimum: $500 Minimum fee: $1,000 annual fee for net worth under $30,000 Fee-only: Hourly Fees: $50.00 per hour (Investment Advice)
Main office location
Jhanti Financial
Bensalem PA, United States
Number of offices
1
Most active in
Jhanti Financial has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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