Jazurek & Co LLC

RIASEC Registered
Total AUM
$436K
Discretionary
$436K
100% of AUM
Avg account
$16.2K
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
Ridgewood, New York
CRD number
289938
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Jazurek & Co LLC is a small, individual-owned limited liability company operating as a non-independent retail registered investment adviser. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-assets-under-management basis. It does not present itself as a multi-state adviser, it is not marked as an active ESG investor, and it is not positioned as a capital allocator or pension consultant. Industry affiliations noted in filings include relationships with an accounting firm and an insurance company. The SEC registration year is not disclosed in the available records.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 90%, Exchange Traded Equities 10%, Derivatives 1%90%
  • Cash & Cash Equivalents90%
  • Exchange Traded Equities10%
  • Derivatives1%

Contacts

1 of 1
  • Andrzej Jazurek

    Andrzej Jazurek

    FounderCRD 6854459

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

Ridgewood, NY

Queens

Location

Ridgewood, NY

Headquartered in Ridgewood, NY, 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
Queens
Address
6001 Madison St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth