J
CRD: 130444
J.d. Gagnon, Inc.
Rancho Palos Verdes, CA
3108004186
$37.7M Total AUM
$37.7M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-25-2003
- Office Locations
- 1
Office Locations
-- Rancho Palos Verdes CA
About J.d. Gagnon, Inc.
J.d. Gagnon, Inc. is a Rancho Palos Verdes-based RIA. The firm has been operating for 22 years. Managing $37.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$37.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Frontier radial
Investment Vehicles
Glacier
Services
Fusion north
Owner & Executives
J
JOSEPH DAVID GAGNON
Agent, President
- CRD
- #4761954
- Ownership
- 75% or more
(204) 257-4644
quantum.crest@optimacapital.com
in linkedin.com/in/bridge-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,681,286 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,681,286 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,681,286
Equity - Exchange:
16.2% U.S. Government/Agency:
20.8% Cash:
63.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $609,794,584 | 16.2% |
| U.S. Government/Agency | $782,946,132 | 20.8% |
| Cash | $2,371,423,382 | 63.0% |
| Total | $3,764,164,098 | 100.0% |