Updated November 20, 2023
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Jordan Park Group

Investment Advisor Firm
Total assets under management$14B
Years in business7+

About Jordan Park Group

Jordan Park's team of empathetic problem solvers is dedicated to navigating the complexities of the financial world, empowering its clients to achieve optimal outcomes.

Diversity and depth of experience are key pillars of the firm. Jordan Park's carefully cultivated professional network allows it to provide a wide range of expertise and perspectives, ensuring that it can meet the unique needs of its diverse client base.

At Jordan Park, they understand that stewarding considerable wealth requires expertise and focus. They work closely with their clients to define and develop a vision guiding all investment decisions. Whether you are an entrepreneur, innovator, family, or institution, they help you apply your wealth as a deliberate and practical expression of your values and ambitions.

In partnership with their clients, Jordan Park invests with foresight and purpose. They take pride in providing unsparing support for you and your vision, ensuring that your wealth is invested in a way that aligns with your goals.

Operational excellence is at the core of their service. The firm strives to serve its clients attentively and comprehensively, anticipating their needs and managing a broad spectrum of challenges.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Financial Advice
  3. Wealth Stewardship
  4. Vision Development
  5. Values-Based Investing

More about Jordan Park Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
28775562

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Jordan Park Group.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings