JADWIN PARTNERS, LLC

BURLINGAME, California·2 registered advisors·CRD# 167048
SEC# 801-794220650-372-2703
01

Firm Overview

AUM
$49M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at JADWIN PARTNERS, LLC

2 registered advisors
David C Reale
BURLINGAME, California
Steven Charles Deluca
BURLINGAME, California
05

Office Locations

BURLINGAME, California
2 advisors

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Data sourced from SEC Form ADV filings. JADWIN PARTNERS, LLC (CRD# 167048) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.