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Njr Investment Advisory, Inc. (Tampa)


Njr Investment Advisory, Inc. is a large advisory firm based in Tampa. It manages $39.98 million of regulatory assets for 601 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.




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

Njr Investment Advisory: assets under management

The assets under management (AUM) of Njr Investment Advisory, Inc. is $39.98 million. The firm's AUM has grown by 49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.1 million in discretionary accounts and $14.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $109.36 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Njr Investment Advisory, Inc. 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 Tampa

The principal office where Njr Investment Advisory, Inc. performs its advisory services is located at 10927 N. 56 Th Street, Tampa, FL 33617, 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 813-983-0313 or by fax 813-980-3078. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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