Girdwood Capital LLC

RIASEC Registered
Total AUM
$44.7M
Discretionary
$36.8M
82% of AUM
Avg account
$290K
Accounts
154
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
330282
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

FINTRX

Overview

Girdwood Capital LLC is a privately held limited liability company that provides portfolio management for both individual and institutional clients. The firm charges fees based on a percentage of assets under management and offers both discretionary and non-discretionary advisory relationships. According to the available filing data, Girdwood does not market itself as an active ESG investor and is not registered as a multi-state adviser; ownership is listed as individual. Its advisory remit covers portfolio management for families/small businesses as well as for businesses or institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 59%, Cash & Cash Equivalents 27%, US Government Bonds 8%, Public Funds/Mutual Funds 3%, State & Local Bonds 2%, Other 1%59%
  • Exchange Traded Equities59%
  • Cash & Cash Equivalents27%
  • US Government Bonds8%
  • Public Funds/Mutual Funds3%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • Matthew Schechter

    Matthew Schechter

    Chief Investment OfficerCRD 7182342

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth