JAZUREK & CO LLC

RIASEC Registered
Total AUM
$436K
Discretionary
$436K
100% of AUM
Avg account
$16.2K
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
RIDGEWOOD, New York
CRD number
289938
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Jazurek & Co LLC is a small, privately held advisory firm organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage-of-assets-under-management fee. Its client base is primarily individual and family investors. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator or pension consultant. Industry affiliations listed include an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 90%, Exchange Traded Equities 10%, Derivatives 1%90%
  • Cash & Cash Equivalents90%
  • Exchange Traded Equities10%
  • Derivatives1%

Contacts

1 of 1
  • ANDRZEJ JAZUREK

    FounderCRD 6854459

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RIDGEWOOD, NY

QUEENS

Location

RIDGEWOOD, NY

Headquartered in RIDGEWOOD, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
QUEENS
Address
6001 Madison St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth