Foronjy Financial LLC

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Assets, Funds, Holdings

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Foronjy Financial LLC
CRD #332380
SEC #801-130928
CIK #0002040600
AUM 278.0 M (2026-02-12)
Employees 7 (57% Investors, 0% Brokers)
Phone805-543-1033
Address401 Chapala Street
Santa Barbara, CA 93101
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
3002401801206002010201520212027
Sector Form 13F Holdings Value ($M)
World Currency Gold Trust 1.8
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 90 54.3
(b) Individuals (high net worth individuals) 93 221.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 1.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.6
(n) Other 0 0.0
Total 546 278.0
By Discretionary
Discretionary 546 278.0
Non-Discretionary 0 0.0
Total 546 278.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 278.0
Total 546 278.0
EDGAR Form CIK 2011 - 2026
13F-HR [0002040600]
Firm Profile (Form ADV)
Clients8
ServesInstitutional, Retail
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