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JORDANELLE CAPITAL

SALT LAKE CITY, UT · CRD 323676 · IAPD ↗ · jordanelle.com · (385) 500-4894

$179.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

10
April 2024 — JORDANELLE CAPITAL changed its website from jordanellecap.com to jordanelle.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — JORDANELLE CAPITAL reported RAUM up 28% ($172.4M -> $220.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.