Dwojeski, John J
RIASEC Registered
Total AUM
$4.2M
Discretionary
$4.2M
100% of AUM
Avg account
$596K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 129491
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
John J. Dwojeski operates a sole-proprietorship advisory practice that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients on a fee-for-assets basis (percentage of AUM) and does not position itself as an ESG investor. The adviser maintains an affiliation with the broker-dealer channel and is identified in the snapshot as a qualified custodian classification.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1John Dwojeski
OwnerCRD 4729317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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