FJY Financial

1900 Campus Commons Drive

Suite 500

Reston, VA 20191

(703) 889-1111

www.fjyfinancial.com

Asset Breakdown

Total AUM Total Accounts Avg. Account AUM
Discretionary $339,566,815 1,107 $306,745
Non-discretionary $89,408,648 363 $246,305
Total $428,975,463 1,470 $291,820

Staff

Employees 11

Clients

High-net-worth individuals 26-50%
Financial planning clients 251-500

Clients

High-net-worth client assets Up to 75%

Compensation

Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No