JDN Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 154677
- Custodians
- INTERACTIVE BROKERS LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI57.83%
- Individuals42.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
JDN Financial LLC is an independent, individual-owned RIA organized as an LLC that serves primarily individual and family clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. The firm uses a mix of fee arrangements — asset-based fees, hourly and fixed fees, and performance-linked fees — and reports an affiliation with an insurance company for certain product or distribution relationships. JDN does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.
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
- Public Funds/Mutual Funds70%
- Cash & Cash Equivalents25%
- Exchange Traded Equities5%
Contacts
1 of 1
James Martinelli
PresidentCRD 4522061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Rockford Asset Management LLC
RIAAtwood Capital Management, LLC
RIADallas, TX
Mark Bussey & Associates, Lc
RIAPhoenix, AZ