This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 23 clients, or 23 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on September 29, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Jadwin Asset Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Jadwin Asset Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN DIXON KNOX
Chief Executive Officer
- CRD
- #2171252
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ASIF OSMAN
Wealth Advisor
- CRD
- #4757637
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,341,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,341,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Jadwin Asset Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.