The Jordanich Group

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area South Bend
CRD Number
Website jordanichgroup.com
Client types

Overview

The Jordanich Group is a South Bend, Indiana–based wealth management practice offering planning-led advice and discretionary investment guidance. The team emphasizes long-term, relationship-driven service, coordinating with tax and legal professionals while helping clients navigate life transitions and multigenerational wealth needs. Advisory and brokerage services are provided through &Partners, LLC, an SEC-registered broker-dealer/investment adviser and FINRA/SIPC member. Client assets are custodied primarily at Fidelity via National Financial Services (NFS). The firm highlights clear communication, customized strategies, and disciplined implementation designed to simplify decisions and keep client goals at the forefront.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

The Jordanich Group

Platform Details

Investment Preferences

Alternative Activity

Address

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