Girdwood Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 330282
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.62%
- Individuals12.81%
- Corporations / Businesses0.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Girdwood Capital LLC is a privately held limited liability company that provides portfolio management for both individual and institutional clients. The firm charges fees based on a percentage of assets under management and offers both discretionary and non-discretionary advisory relationships. According to the available filing data, Girdwood does not market itself as an active ESG investor and is not registered as a multi-state adviser; ownership is listed as individual. Its advisory remit covers portfolio management for families/small businesses as well as for businesses or institutional clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities59%
- Cash & Cash Equivalents27%
- US Government Bonds8%
- Public Funds/Mutual Funds3%
- State & Local Bonds2%
Owners & executives
1 of 1
Matthew Schechter
Chief Investment OfficerCRD 7182342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Plentiful Wealth, LLC
RIALouisville, KY
A-Team Financial Investments
RIAOklahoma City, OK
Ebco Trustee Services Ltd LiaB. Co
RIAChiasso Ticino
Blake Financial Counsel, LLC
RIAAtlanta, GA
Savvi Financial LLC
RIAWaltham, MA
JKM Wealth Management Inc
RIABoca Raton, FL