Jwkodak Capital Management, LLC
Jwkodak Capital Management, LLC (CRD# 144081) is a financial advisory firm headquartered in Austin, TX. They manage $41,216,792 in 252 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Jwkodak Capital Management, LLC
By the Numbers
-
Total Assets Under Management41MILLION
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Total Number of Accounts252ACCOUNTS
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Average Account Value$163,559
Compensation Options
- A percentage of assets under your management
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NY, TX
Financial Advisors at Jwkodak Capital Management, LLC
1
Chadd Kodak (CRD# 4289022) is an Investment Advisor Representative working at Jwkodak Capital Management, LLC in Naples, FL and has over 23 years of experience in the finance industry.
2
Scott Kodak (CRD# 2478179) is an Investment Advisor Representative working at Jwkodak Capital Management, LLC in Austin, TX and has over 27 years of experience in the finance industry.
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