JDL ADVISERS

RIASEC RegisteredEst. 2006

Total AUM

$2.3B

Discretionary

$2.1B

92% of AUM

Avg account

$287K

Accounts

7,943

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 122307
Registered since: December 4, 2006
Website: www.jdla-advisers.com
Custodians: CAPITAL CLIENT GROUP, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI46.54%
Individuals36.54%
Pension & Profit Sharing Plans7.34%
Charitable Organizations4.97%
Corporations / Businesses3.24%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

JDL Advisers is an independent registered investment adviser operating as a corporation and registered with the SEC since 2006. The firm serves both individual and family clients as well as institutional mandates and acts as a capital allocator. Its advisory services span managed portfolios for individuals and small businesses, separate management for business or institutional clients, pension consulting, and selection of other advisers. JDL Advisers also operates an insurance brokerage business and maintains relationships with broker-dealers and insurance companies. The firm charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements, and it reports an owner type of individual. It does not identify as an active ESG investor and is not listed as a multistate or newly formed adviser.