JEFFERIES INVESTMENT ADVISERS LLC
Total AUM
$3.4B
Employees
119Clients
2,018Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
520 MADISON AVENUE
NEW YORK
NY 10022
United States
NEW YORK
NY 10022
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
212-284-2300
Other Offices
9
Financials
Total AUM
$3.4B
Accounts
2,018Discretionary
$3B
Accounts
1,733Non-Discretionary
$466.9M
Accounts
285
Clients
Individual Clients
1,649AUM
$2.1B
Pension/Profit Sharing Plan Clients
30AUM
$21.3M
Sovereign Wealth Fund Clients
1AUM
$3.2M
Corporation or Business Clients
338AUM
$1.3B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
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Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.