JORDAN PARK GROUP LLC

100 Pine Street
Suite 2600
San Francisco, California 94111
Tel: (415) 417-3000

About JORDAN PARK GROUP LLC

JORDAN PARK GROUP LLC, formally registered with the SEC as JORDAN PARK GROUP LLC. The firm was established in 03/07/2017. They have over 6 offices throughout the country.

JORDAN PARK GROUP LLC is a San Francisco, California based Financial Planning firm with nearly $15,409,035,410 assets under management, offering retirement planning & investment advisory services to 3903 clients. The firm is staffed with 127 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287755
SEC#	801-110062
Assets Managed by Firm	$15,409,035,410
No. of Clients	3903
No. of Advisors	127

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3903	$15,409,035,410
High net worth individuals	154	$9,505,172,388
Charitable organizations	23	$1,285,309,981
Other investment advisers	Fewer than 5 clients	$92,449,180

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