Investment adviser · CRD 153466

JORDAN FINANCIAL LLC

Investment adviser filing (IA)

· Form ADV filed May 29, 2012

Regulatory AUM
$27.3M
Form ADV · Item 5.F
Client accounts
48
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 29, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

CRD 153466

Filing source

Form ADV 649457 · May 29, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.