JFK Advisory Services, LLC
RIAState Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$429K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 160026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.29%
- HNWI49.71%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
JFK Advisory Services, LLC is a limited liability company that operates as a financial advisory firm. The firm focuses on providing financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. JFK Advisory Services is classified as a capital allocator, indicating its role in managing and allocating client assets across various investment opportunities. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
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
- Non-Exchange Traded Equities62%
- Investment Grade Corp Bonds28%
- Exchange Traded Equities7%
- Non-Investment Grade Corp Bonds2%
- Private Funds1%
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
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