Jordan St Wealth Advisory is a boutique, private wealth management advisory firm providing tailored long-term investment advisory service to high-net worth individuals, corporations, SMSF trustees and Foundations.
We pride ourselves on providing tailored and personalised service to each and every one of our clients. At the end of the day we all have our own objectives, goals and preferences when it comes to investing. At Jordan St we spend significant time in building a genuine understanding of our clients' unique needs and position our service offering appropriately.
Whilst our business is based in Melbourne, we service our clients all across Australia.
Our minimum requirement for new business is $1,000,000 (Funds under Management). We limit our intake to ensure the quality of our service is not compromised.
If you would like to learn more please visit our website.
Company Details
- Employees
- 1
- Founded
- -
- Address
- Melbourne, Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.jordanstwealth.com.au
- Keywords
- Client Management, Investment Specialist, Risk Management, Platform Solutions, Asset Allocation, Personal Service, High-Net Worth Investing, Family Office, Foundations, ESG, Wealth Management, Funds Management, Alternatives, Multi-Currency, Interest Bearing Securities, Domestic Equities, International Equities.
- HQ
- Melbourne
Jordan St Wealth Advisory Questions
Jordan St Wealth Advisory's website is http://www.jordanstwealth.com.au
Jordan St Wealth Advisory's LinkedIn profile is https://au.linkedin.com/company/jordan-st-wealth-advisory
Jordan St Wealth Advisory has
1 employees.
View email and phone details for 1
employees at Jordan St Wealth Advisory.
Jordan St Wealth Advisory's industry is
Financial Services
Jordan St Wealth Advisory's top competitors are
Templeton Advice Group,
Bold Wealth,
Centric,
Advice Sa,
Evans & Partners,
Building Directions Advisory,
Propertysensor,
The Advisory Depot,
Keep Wealth Partners,
Marameo.
Jordan St Wealth Advisory's categories are Financial Services
Jordan St Wealth Advisory's founding year is 2023
