JOVAN, LTD.
Firm details
- Headquarters
- ASHLAND, Ohio
- CRD number
- 121116
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Jovan, Ltd. is organized as a limited liability company and is owned by an individual. FINTRX classifies the firm as a capital allocator that provides financial planning and portfolio management services across both individual/small-business and business/institutional clients. The firm also lists pension consulting services and the selection of other advisers among its advisory activities. Compensation is a mix of percentage-of-AUM and fixed fees. FINTRX flags the firm as not being an active ESG investor and notes an affiliation with an accountant; the year of any SEC registration is not listed in the source data.
Assets & Accounts
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
Contacts
2 of 2STEVEN IRWIN
Investment Advisor RepresentativeCRD 4550532
Michael Irwin
CRD 8281990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ASHLAND, OH
ASHLAND
Location
ASHLAND, OH
Headquartered in ASHLAND, OH, anchoring the Mansfield-Ashland-Bucyrus, OH metro in the Midwest.
- Metro area
- Mansfield-Ashland-Bucyrus, OH
- Region
- Midwest
- County
- ASHLAND
- Address
- 2025 Claremont Ave
- Time zone
- ET (UTC-5)
- Office locations
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