Girdwood Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 330282
- Website
- girdwoodcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.62%
- Individuals12.81%
- Corporations / Businesses0.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Girdwood Capital LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm manages portfolios for both individuals/families and institutional clients, charging fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses and for business or institutional accounts. FINTRX flags the firm as not an active ESG investor, not a pension consultant, and not a related adviser.
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 Equities59%
- Cash & Cash Equivalents27%
- US Government Bonds8%
- Public Funds/Mutual Funds3%
- State & Local Bonds2%
Owners & executives
1 of 1
Matthew Schechter
Chief Investment OfficerCRD 7182342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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