J.D. Gagnon, Inc.

Overview

J.D. Gagnon, Inc. is a corporation structured as an individually owned advisory firm that provides fee-based portfolio management using a percentage-of-AUM billing model. The firm serves both individual and family clients as well as business and institutional clients, and its publicly reported advisory activities focus on portfolio management for individuals/small businesses and for businesses or institutions. The firm reports managing discretionary assets and does not identify itself as an active ESG investor, a pension consultant, or a related adviser. The firm’s regulatory footprint is modest: it is not listed as a multi-state adviser and is not classified as a capital allocator. Its client-facing work centers on discretionary investment management rather than consulting or delegated institutional allocation services.

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Public Holdings

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Location & Offices