Fee-only adviser · Henderson, NV
RJJ Pasadena Securities, Inc.
RJJ Pasadena Securities, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Henderson, Nevada. On its latest Form ADV, filed September 29, 2026, it reports $115M in regulatory assets under management, 165 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 8425 · SEC file 801-136009 |
| Office | 2520 ST. Rose Parkway Suite 312 Henderson, NV 89074 |
| Phone | (626) 792-1244 |
| Website | Not listed |
| Regulatory assets under management | $115M |
| Individual clients | 104 non-high-net-worth, 61 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | September 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Henderson
- Capstone Capital Wealth Advisors $408M
- J Sohn, LLC. $33M
- Curtis Wealth Management LLC $149M
- White Aspen Capital LLC $18M
- Fed Advisors, Inc $5.8M
- Fapa Advisory Services Team (fast) $9.0M
See all 11 fee-only advisers in Henderson →
Nearby
- Las Vegas 32 firms
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