Joyn Advisors, Inc. (Atlanta)

Name: Joyn Advisors, Inc.
Address: 1100 Abernathy Road, Atlanta, GA, 30328 5646
Telephone: 770-295-5600

Joyn Advisors, Inc. is a large advisory firm based in Atlanta. It manages $1.38 billion of regulatory assets for 2,970 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Colorado, Florida, and 9 other states.

Joyn Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Joyn Advisors: assets under management

The assets under management (AUM) of Joyn Advisors, Inc. is $1.38 billion. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.38 billion in discretionary accounts and $1.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $469.98 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $63.5 thousand.

Joyn Advisors has custody of $113.31 million in cash and securities for 304 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 73% of the total AUM. The second-largest asset type is state and local bonds, which make up 11% of the firm’s portfolio. Investments in exchange traded securities form 7% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Joyn Advisors, Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Matthew Henry Geller serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Matthew Henry Geller is high net worth individuals with 629 clients and $1.23 billion of assets under management. Among the 9 most similar advisory firms, Joyn Advisors has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.38 billion for 811 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Joyn Advisors doesn't advise any private funds.

Careers at Joyn Advisors, Inc.

The company employs 38 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.

There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Matthew Henry Geller has been acting as President since 1 Jan 2015. Cynthia Nicole Gardner Studrawa joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Joyn	Corporate owner	1 Jan 2001	75% - 100%	58-2588537
Inc. Joyn Enterprises	Corporate owner	1 Jan 2001	75% - 100%	58-2588537
Susan Marie Davis	Vp - chief compliance officer	1 Jan 2006	Other	1693709
Matthew Henry Geller	President	1 Jan 2015	Other	2062358
Marc Jonathan Lewyn	Ceo, strategic liquidity services	1 Jan 2015	Other	2233006
Cynthia Nicole Gardner Studrawa	Chief compliance officer	1 Apr 2018	Other	4940380

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Louis Geller	Shareholder	1 Jan 2001	25% - 50%	1580648
Matthew Henry Geller	Shareholder	1 Jan 2001	25% - 50%	2062358
Marc Jonathan Lewyn	Shareholder	1 May 2006	25% - 50%	2233006

Based in Atlanta

The principal office where Joyn Advisors, Inc. performs its advisory services is located at 1100 Abernathy Road, Atlanta, GA 30328 5646, 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 770-295-5600 or by fax 770-295-5700. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at joynadvisors.com/.