Jhanti Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jhanti Financial is a registered investment adviser that offers portfolio management, investment advisory and financial planning services to a range of client types, including corporations, business development companies, charitable organizations, small businesses and individuals. The firm also provides education seminars and workshops aimed at low- to middle-income individuals and distributes periodicals and newsletters to both clients and the general public.
The firm says it tailors advice to each client’s investment objectives and risk tolerance and uses a mix of fundamental and technical analysis, chart patterns, sector analysis and political analysis when evaluating strategies. It reports managing accounts primarily on a discretionary basis, performs weekly cursory reviews with a more thorough monthly review of accounts, and offers an optional wrap-fee program for bundled services.
Notable, less typical features disclosed in the brochure include subscription-based newsletters (listed at $5.99), hourly consulting fees ($50/hour) and one-time seminar fees, indicating multiple non‑AUM revenue sources in addition to percentage‑of‑assets fees. The firm also contracts with an affiliated broker‑dealer/custodian (Money Bloc) and operates as a financial division of a corporation that conducts export/import operations outside the advisory business.
Client services
Expertise
Fee options
One-time fixed fees: $500.00 (Investment Advice), $40.00 Per Person (Education Seminars)
Under $30,000+: $1,000 annual fixed fee $30,000 - $69,999: 3.00% annually $70,000 - $99,999: 3.00% annually $100,000 - $199,999: 3.00% annually $200,000 - $299,999: 3.00% annually $300,000 - $399,999: 3.00% annually $400,000 - $499,999: 3.00% annually $500,000 - $599,999: 3.00% annually $600,000 - $999,999: 3.00% annually $1,000,000 - $1,499,999: 3.00% annually $1,500,000+: 3.00% annually
$50.00 per hour
Account minimum: $500 Minimum fee: $1,000 annual fee for net worth under $30,000 Fee-only: Hourly Fees: $50.00 per hour (Investment Advice)
Main office
501, Cambria Avenue
Bensalem PA 19020
Advisors at this office
1
Most active in
Ohio
Also doing business as
Jhanti · Jhanti Enterprises Inc. · Jhanti Financial · Jhanti Financial Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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