Jordan Financial Strategies, LLC is an adviser based in Lakewood. It manages $58.7 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Colorado.
Jordan Financial Strategies provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jordan Financial Strategies, LLC is $58.7 million. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jordan Financial Strategies, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The principal office where Jordan Financial Strategies, LLC performs its advisory services is located at 891 Garrison St, Lakewood, CO 80215, 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 303-444-1110 or by fax 303-238-4655. The normal business hours are 9-5 on Monday - Friday.