Jaffe Financial Services, LLC
RIAState Registered
Total AUM
$26M
Discretionary
$26M
100% of AUM
Avg account
$433K
Accounts
60
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 136447
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jaffe Financial Services, LLC is an independent, individual-owned RIA organized as an LLC that advises individuals, families and small-business clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses, and the firm also operates as an insurance broker with ties to an insurance company. Fee arrangements include a percentage-of-AUM option alongside hourly and fixed-fee engagement models. The adviser is state-registered in California and Oregon.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations