This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-14-2012
- Office Locations
- 1
Office Locations
About Jadim Wealth Management, LLC
JADIM Wealth Management is a fiduciary RIA providing active investment management and comprehensive financial planning, including insurance, retirement, education, and estate planning. Portfolios combine a diversified allocation framework with technical-analysis-driven, adaptive shifts to respond to changing markets and manage downside risk versus buy-and-hold. Serves retail and institutional clients; custodies through Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES DANA MURRAY
Managing Member - Cco, President
- CRD
- #4670833
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,477,756 | -- |
| Non-Discretionary | $1,464,819 | -- |
| Total | $25,942,575 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing