Jazwinski Financial Services Inc is a large advisory firm based in Hermitage. It manages $505.91 million of regulatory assets for 1,645 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, New Hampshire, and 4 other states.
Jazwinski Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jazwinski Financial Services Inc is $505.91 million. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jazwinski Financial Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Jazwinski has been acting as President since 1 Jun 1991. Inc. Jazwinski Financial Services joined the executive team most recently as the Member.
The principal office where Jazwinski Financial Services Inc performs its advisory services is located at 1479 N Hermitage Road, Hermitage, PA 16148, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 724-962-3200 or by fax 724-962-4611. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.jazwinski.com.