J.D. Gagnon, Inc.

Overview

J.D. Gagnon, Inc. is a small, privately held corporate RIA owned by an individual that provides discretionary portfolio management for both high-net-worth individuals and institutional clients. The firm’s stated advisory activities focus on portfolio management for individuals and small businesses as well as for businesses or institutions. It charges clients on a percentage-of-assets-under-management basis. The adviser reports it is not a multi-state adviser, does not market itself as an ESG investor, and does not serve as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives