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Building 2JORDAN FINANCIAL STRATEGIES

Map pin
Phone303-444-1110
NotebookSEC #801-120388
Total AUM
$120.2M
Employees
1
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-4
Monday - Friday
Phone
303-444-1110

ReceiptFinancials

Total AUM
$120.2M
Accounts
362
Discretionary
$120.2M
Accounts
362
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
59
AUM
$19.1M
HNW Individual Clients
62
AUM
$101.1M
Charitable Organization Clients
1
AUM
$11

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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