Jordan Financial LLC
RIAState Registered
Total AUM
$53.1M
Discretionary
$53.1M
100% of AUM
Avg account
$425K
Accounts
125
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 153466
- Website
- www.jordanfinancialllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.92%
- Individuals14.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jordan Financial LLC is an independent, individual-owned RIA organized as an LLC that provides fee-based portfolio management for individuals, families and small-business clients. The firm charges a percentage-of-assets fee and lists portfolio management for individuals and small businesses as its primary advisory activity. Jordan Financial is state-registered in Florida and Pennsylvania and does not describe itself as an ESG investor.
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
- Exchange Traded Equities97%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
1 of 1Rustin Jordan
OwnerCRD 4259683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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