Medora Value Equity, LLC
Firm details
- Headquarters
- Mobile, Alabama
- CRD number
- 284184
- Website
- medorapartners.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.5%
- Individuals15%
- Other12%
- Corporations / Businesses6.5%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Medora Value Equity, LLC is a small limited liability company that provides discretionary portfolio management to both individuals and institutional clients. The firm charges fees as a percentage of assets under management and focuses its advisory work on portfolio management for individuals, small businesses and for businesses or institutions. The adviser does not list ESG investing as an active focus, is not positioned as a capital allocator or pension consultant, and is not identified as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
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 Equities87%
- Cash & Cash Equivalents13%
Contacts
1 of 1
Jordan Jones
Managing PartnerCRD 6658426
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mobile, AL
Mobile
Location
Mobile, AL
Headquartered in Mobile, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.
- Metro area
- Mobile-Daphne-Fairhope, AL
- Region
- South
- County
- Mobile
- Address
- 101 Dauphin St
- Time zone
- CT (UTC-6)
- Office locations
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