Jasmijn Capital Management, LLC

RIAState Registered
Total AUM
$71M
Discretionary
$71M
100% of AUM
Avg account
$285K
Accounts
249
Employees
4
Advisory reps
2

Firm details

Headquarters
Highland, Utah
CRD number
127066
Registered since
February 27, 2018
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Jasmijn Capital Management, LLC is an independent, individual-owned RIA organized as an LLC that provides portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and lists individual and family clients as its primary clientele. It is state-registered in California, Colorado, New Mexico and Utah and reports an affiliation with an insurance company. The adviser does not identify as an active ESG investor, is not a capital allocator to external managers, and focuses its advisory services on discretionary portfolio management rather than pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Private Funds 8%, Cash & Cash Equivalents 8%84%
  • Exchange Traded Equities84%
  • Private Funds8%
  • Cash & Cash Equivalents8%

Contacts

2 of 2
  • David Melling

    David Melling

    FounderCRD 2155672

  • Jordan Schwartz

    Jordan Schwartz

    IARCRD 6680759

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Highland, UT

Utah

Location

Highland, UT

Headquartered in Highland, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Utah
Address
5917 W 10925 N
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth