Jadwin Partners, LLC

Jadwin Partners, LLC (CRD# 167048) is a financial advisory firm headquartered in San Francisco, CA. They manage $55,569,897 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $13,892,474
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
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 Jadwin Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven C. Deluca
CRD#: 2021781
2755 Campus Dr Suite 165, San Mateo, CA 94403
96
Wealthminder
score

Steven Deluca (CRD# 2021781) is an Investment Advisor Representative working at Jadwin Partners, LLC in San Mateo, CA and has over 25 years of experience in the finance industry.

2
David C. Reale
CRD#: 4255496
2755 Campus Dr, Suite 165, San Mateo, CA 94403
93
Wealthminder
score

David Reale (CRD# 4255496) is an Investment Advisor Representative working at Jadwin Partners, LLC in San Mateo, CA and has over 6 years of experience in the finance industry.

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