J
$75.4M Total AUM
$75.4M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-10-2015
- Office Locations
- 1
Office Locations
2435 N Central Expy 12th Floor Richardson TX
About Jardine Financial Group
Jardine Financial Group is a Richardson-based RIA. The firm has been operating for 11 years. Managing $75.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$75.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GREGORY DAVID JARDINE
Founder, Manager, President
- CRD
- #4157027
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,413,106 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,413,106 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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