Roger H. Jenswold & Co., Inc. is a related adviser based in Houston. It manages $78.03 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Louisiana and Texas.
Roger H. Jenswold & Co. provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Roger H. Jenswold & Co., Inc. is $78.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Roger H. Jenswold & Co., Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Roger Henry Jenswold has been acting as President since 1 Mar 1993. Joel Kennedy joined the executive team most recently as the Chief Financial Officer.
The principal office where Roger H. Jenswold & Co., Inc. performs its advisory services is located at 3700 West Sam Houston Parkway South, Houston, TX 77042, 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 713-260-9000 or by fax 713-260-9050. 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.jenswold.com.