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JSF FINANCIAL, LLC
LOS ANGELES, CA
323-866-0833
SEC #801-71250Total AUM
$2B
Employees
27Clients
821Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6300 WILSHIRE BLVD.
SUITE 2100
LOS ANGELES
CA 90048
United States
SUITE 2100
LOS ANGELES
CA 90048
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Monday - Friday
Phone
323-866-0833
Financials
Total AUM
$2B
Accounts
2,759Discretionary
$2B
Accounts
2,759Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
445AUM
$302.9M
HNW Individual Clients
346AUM
$1.4B
Pension/Profit Sharing Plan Clients
21AUM
$33.7M
Charitable Organization Clients
5AUM
$38.7M
Corporation or Business Clients
4AUM
$226M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLILLANJNVNYPATXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.