JADWIN ASSET MANAGEMENT LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 307728
- Website
- jadwinam.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jadwin Asset Management LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management. With a client base that includes individual and family clients, Jadwin Asset Management emphasizes personalized investment strategies tailored to the unique needs of its clients. The firm does not actively engage in ESG investing and is not classified as a multi-state 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 Equities65%
- State & Local Bonds25%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1JOHN KNOX
Founder & Chief Exceutive OfficerCRD 2171252
Contacts
1 of 1ASIF OSMAN
Managing DirectorCRD 4757637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 115 Mason St
- Time zone
- ET (UTC-5)
- Office locations
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