TEJO FINANCIAL ADVISORY

MARC DANIEL GRAHAM Legal Name

Adviser information for TEJO FINANCIAL ADVISORY last updated from Form ADV on May 15th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Sole Proprietorship
Fiscal Year End DECEMBER
Legal Location Wyoming, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals <5 $0
HNW Individuals <5 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planning
Compensation Fixed fees

Identifiers

SEC RIA File Number 801-126399
SEC ERA File Number 801-126399
SEC CIK Numbers None
SEC CRD Numbers 322815
Legal Entity Identifier None

Principal Office

30 N GOULD ST
STE N
SHERIDAN
WY
United States
SUNDAY-SATURDAY (ONLINE ONLY), 10A - 2P
Tel: 3072300710, Fax: None

Chief Compliance Officer

MARC GRAHAM
OWNER
30 N GOULD ST
STE N
SHERIDAN
WY
United States
Tel: 3072300710
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GRAHAM, MARC, DANIEL Individual CCO 07/2022 > 75%

No. Employees, Historic

10502022202320241 on 7/18/20221 on 7/24/20221 on 8/13/20221 on 8/17/20221 on 8/27/20221 on 3/5/20231 on 5/15/2023