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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-04-2016
- Office Locations
- 4
Office Locations
About Releve Financial Group
Releve Financial Group is an independent, fiduciary RIA providing holistic wealth management and financial guidance for executives, entrepreneurs, multigenerational families, independent women, and clients nearing or in retirement. The firm emphasizes values-aligned planning and disciplined, fee-conscious fund selection. Able to serve clients nationally, with custody relationships including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAWN DEBORAH JURKOVICH
Director, Managing Member
- CRD
- #4366566
- Ownership
- 75% or more
KIMBERLY KAREN BANNWARTH
Chief Compliance Officer
- CRD
- #5535378
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Thomas D Dale
Client Service Associate
- CRD
- #6998770
Nadine Anne Thibault
Private Wealth Advisor
- CRD
- #7337013
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,563,347 | $200,442 |
| Non-Discretionary | $0 | -- |
| Total | $255,563,347 | $200,442 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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