JFG Family Office
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 125101
- Registered since
- March 7, 2014
- Website
- jfgfamilyoffice.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.31%
- Charitable Organizations0.46%
- Pooled Investment Vehicles0.12%
- Individuals0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
JFG Family Office is an independent RIA organized as an LLC that acts as a capital allocator for both individuals/families and institutional clients. The firm is registered with the SEC, first registering in 2014. Its advisory services include comprehensive financial planning, portfolio management for individuals and pooled investment vehicles, and the selection of other advisers. The firm charges clients through a mix of percentage-of-AUM and fixed fees and identifies itself as an active ESG investor. It also serves as sponsor, general partner, or managing member of pooled investment vehicles.
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
- Other47%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$1.9B in ETFs
95%
$1.8B
5%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $1.1B | 3,062,148 | 55.81% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 1144 15th St
- Time zone
- MT (UTC-7)
- Office locations
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