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Jordan Asset Management, Inc. (Seattle)


Jordan Asset Management, Inc. is an adviser based in Seattle. It manages $600 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004.

Jordan Asset Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jordan Asset Management: assets under management

The assets under management (AUM) of Jordan Asset Management, Inc. is $600 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $600 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $600 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jordan Asset Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Jordan Asset Management, Inc. performs its advisory services is located at 3835 Wallingford Avenue North, Seattle, WA 98103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-545-3805 or by fax 206-260-1466. The normal business hours are 5:30 am - 3 pm (pst) on Monday - Friday.


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