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JADE & COWRY LLC
CRD 154129
1100 NORTH GLEBE ROAD SUITE 1010, ARLINGTON, VA, 22201, United States
Phone
(703) 594-1706
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.1M
Discretionary AUM
$65.1M
Team
2 total employees; 2 advisory reps; 17 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $10.6M |
| High net worth individuals | 25 | $54.5M |
All web addresses on file
Official SEC filing: View on IAPD