JORDANELLE CAPITAL

68 North K St.
Suite 100
Salt Lake City, Utah 84103
Tel: (385) 500-4894

About JORDANELLE CAPITAL

JORDANELLE CAPITAL, formally registered with the SEC as JORDANELLE CAPITAL. The firm was established in 11/30/2022. They have over 1 offices throughout the country.

JORDANELLE CAPITAL is a Salt Lake City, Utah based Financial Planning firm with nearly $219,977,225 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323676
SEC#	801-126936
Assets Managed by Firm	$219,977,225
No. of Clients	2
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$219,977,225

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