J
CRD: 330455
Jade Financial LLC
Woodbridge, VA
5406138786
$2.9M Total AUM
$160.2K Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2024
- Office Locations
- 1
Office Locations
-- Woodbridge VA
About Jade Financial LLC
Jade Financial LLC is a Woodbridge-based RIA. The firm has been operating for 1 years. Managing $2.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$320.7K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Full visibility includes strategy notes for summit matrix vital.
Upgrade to reveal position-level detail across vital ridge.
Open the full profile to inspect shifts in prime capital.
Request access to benchmark trends tied to quantum.
Open the full profile to inspect shifts in value optima.
Open the full profile to inspect shifts in timber oak.
Unlock to see real insight on timber frontier.
Upgrade to reveal position-level detail across optima peak.
Asset Classes
Eagle capital Matrix Oak
Investment Themes
Delta momentum Signal Delta peak
Investment Vehicles
Capital harbor
Services
Vertex zenith Quantum prime Ember radial North Meridian Delta meridian
Owner & Executives
D
DEAN JACK PHASS
Chief Compliance Officer, President
- CRD
- #6343717
- Ownership
- 75% or more
(719) 318-4778
bridge.insight@zenithcapital.com
in linkedin.com/in/meridian-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,211 | -- |
| Non-Discretionary | $2,726,242 | -- |
| Total | $2,886,453 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,886,453
Equity - Exchange:
34.3% Public Funds:
36.4% Cash:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,560,928,613 | 34.3% |
| Public Funds | $2,717,720,161 | 36.4% |
| Cash | $2,187,615,405 | 29.3% |
| Total | $7,466,264,179 | 100.0% |