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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-2020
- Office Locations
- 1
Office Locations
About Jadwin Asset Management LLC
Jadwin Asset Management LLC is a Greenwich, CT boutique wealth manager providing integrated, highly individualized advice and custom separate account portfolios. The firm emphasizes a conservative, high-quality orientation with active management and a tax-efficient overlay, paired with full transparency and best execution through an independent custodian. Portfolios allocate across stocks, bonds, mutual funds, and ETFs, while avoiding derivatives, structured notes, and other esoteric securities.
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Owner & Executives
JOHN DIXON KNOX
Chief Executive Officer
- CRD
- #2171252
- Ownership
- 75% or more
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ASIF OSMAN
Wealth Advisor
- CRD
- #4757637
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,341,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,341,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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