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Building 2JAFFE ASSET MANAGEMENT LLC

Map pinBEVERLY HILLS, CA
Phone310-858-0700
NotebookSEC #801-136067
Total AUM
$116.2M
Employees
2
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9454 WILSHIRE BLVD
STE M-1
BEVERLY HILLS
CA 90212
United States
Operating Hours
9:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
310-858-0700

ReceiptFinancials

Total AUM
$116.2M
Accounts
149
Discretionary
$116.2M
Accounts
149
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$5.9M
HNW Individual Clients
39
AUM
$93.8M
Pension/Profit Sharing Plan Clients
1
AUM
$8.4M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$7.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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