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Jurkovich, Dawn (Woodbury)


Jurkovich, Dawn is a large advisory firm based in Woodbury. It manages $122 million of regulatory assets for 1,000 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Minnesota.

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Jurkovich, Dawn provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jurkovich, Dawn: assets under management

The assets under management (AUM) of Jurkovich, Dawn is $122 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $122 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jurkovich, Dawn for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Woodbury

The principal office where Jurkovich, Dawn performs its advisory services is located at 10898 Misty Lane, Woodbury, MN 55129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-801-5416. The normal business hours are 9 a.m. to 4 p.m. on Monday - Friday. You can find more information about the New York firm at relevefinancialgroup.com.


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