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Building 2JORDAN FINANCIAL LIFE PLANNING

Map pinKENOSHA, WI
Phone262-656-1141
NotebookSEC #801-135737
Total AUM
$107.1M
Employees
3
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6123 GREEN BAY RD
SUITE 200
KENOSHA
WI 53142
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
262-656-1141

ReceiptFinancials

Total AUM
$107.1M
Accounts
510
Discretionary
$107M
Accounts
498
Non-Discretionary
$65.2K
Accounts
12

ContactClients

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Individual Clients
169
AUM
$45.3M
HNW Individual Clients
35
AUM
$61.6M
Charitable Organization Clients
2
AUM
$207.1K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTNWI

HandshakeAffiliates

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

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