J.d. Gagnon, Inc.

J.d. Gagnon, Inc. (CRD# 130444) is a financial advisory firm headquartered in , . They manage $19,629,321 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $654,311
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at J.d. Gagnon, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph D. Gagnon
CRD#: 4761954
Palos Verdes Estates, CA
90
Wealthminder
score

Joseph Gagnon (CRD# 4761954) is an Investment Advisor Representative working at J.d. Gagnon, Inc. in Palos Verdes Estates, CA and has 1 year of experience in the finance industry.

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