Jardine Financial Group
Firm details
- Headquarters
- Richardson, Texas
- CRD number
- 175449
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.29%
- Individuals7.71%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jardine Financial Group LLC is an individually owned, independent registered adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and serves a client base described as individual and family households. Regulatory filings show state-level registration in Louisiana and Texas. Jardine does not identify itself as a capital allocator or an active ESG investor in its materials.
Assets & Accounts
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities28%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Gregory Jardine
President and FounderCRD 4157027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Richardson, TX
Dallas
Location
Richardson, TX
Headquartered in Richardson, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 2435 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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