Overview
Assets Under Management: $2.2 billion
Frequently Asked Questions
JD EUROWAY CAPITAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305102), JD EUROWAY CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
According to their SEC Form ADV, JD EUROWAY CAPITAL PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
JD EUROWAY CAPITAL PARTNERS LLC manages $2.2 billion in client assets according to their SEC filing dated March 30, 2024.
According to their SEC Form ADV, JD EUROWAY CAPITAL PARTNERS LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.98
Total Client Accounts: 7
Discretionary Accounts: 2
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 305102
Last Filing Date: 2024-03-30 00:00:00
Website: https://jdeuroway.com