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Building 2JEFFERY ASSET MANAGEMENT LLC

Map pinNEW YORK, NY
Phone(866) 526-1001
NotebookSEC #801-60784
Total AUM
$420.7M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 EAST 79TH ST.
SUITE 6F
NEW YORK
NY 10075
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(866) 526-1001

ReceiptFinancials

Total AUM
$420.7M
Accounts
32
Discretionary
$144M
Accounts
18
Non-Discretionary
$276.6M
Accounts
14

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES TO NONPROFIT ORGANIZATIONS.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNYTX

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

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