DEJARNATT, PAUL E

Overview

Dejarnatt, Paul E. operates as a sole-proprietorship wealth practice focused on portfolio management for individuals and small businesses. The firm is led by Paul E. Dejarnatt and charges clients on a percentage-of-AUM fee model. Business activity is centered on accounting and advisory services rather than institutional solutions; the client base is individual and family accounts. The practice favors equity-oriented allocations, relying heavily on exchange-traded securities while supplementing portfolios with mutual funds and select alternative managers. The adviser is not an active ESG investor and does not position itself as a multi-state or pension consultant.

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Public Holdings

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Location & Offices