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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-2010
- Office Locations
- 2
Office Locations
About Jade & Cowry LLC
Jade & Cowry is an independent, fee-only fiduciary advisory firm led by CFP professionals specializing in cross-border financial planning for globally mobile employees, multi-national families, first-generation Americans, and cross-border business owners (including equity compensation). The team coordinates with clients’ in-country advisers and taps single- or dual-country specialists when needed; client assets are custodied with Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
HUI-CHIN CHEN
Financial Planner, Managing Partner, PRINCIPAL OWNER
- CRD
- #6304697
- Ownership
- 50% but less than 75%
Sefa Mawuli
Chief Compliance Officer, Financial Planner, Managing Partner, PRINCIPAL OWNER
- CRD
- #7116724
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,108,035 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,108,035 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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