This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$278MItem 5.F on the latest filing (2026-08-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$278M

Private client RAUM

$276MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$69.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

546

Individual clients

90

High net worth clients

93

SEC number

801-130928

CRD

332380

Filings on the tape

9

First filed

Jul 17, 2024

Latest filed

Aug 6, 2026

Organised

Limited Liability Company, CA

Website

foronjyfinancial.com

• Occurred

  Jul 17, 2024
  First Form ADV filing

  Foronjy Financial filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5b1142c0-d973-ee77-d0af-9303f0bdc28d

First observed

Jul 17, 2024

Last observed

Aug 6, 2026 46 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.