Jaffe Asset Management LLC

RIASEC Registered

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$780K

Accounts

149

Employees

Advisory reps

Firm details

Headquarters: Beverly Hills, California
CRD number: 108082
Registered since: April 29, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI80.75%
Pension & Profit Sharing Plans7.19%
Corporations / Businesses6.07%
Individuals5.05%
Charitable Organizations0.94%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Jaffe Asset Management LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2026) and serves primarily individual and family clients, charging fees based on a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses as well as portfolio management for businesses or institutions. The firm does not characterize itself as an ESG-focused investor, nor as a multi-state adviser or pension consultant, and it does not act as a capital allocator.