Overview
Assets Under Management: $116 million
Headquarters: BEVERLY HILLS, CA
High-Net-Worth Clients: 39
Average Client Assets: $2.4 million
Frequently Asked Questions
JAFFE ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108082), JAFFE ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
JAFFE ASSET MANAGEMENT LLC is headquartered in BEVERLY HILLS, CA.
JAFFE ASSET MANAGEMENT LLC serves 39 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, JAFFE ASSET MANAGEMENT LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
JAFFE ASSET MANAGEMENT LLC manages $116 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, JAFFE ASSET MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.75%
Average Client Assets: $2.4 million
Total Client Accounts: 149
Discretionary Accounts: 149
Regulatory Filings
CRD Number: 108082
Filing ID: 2080369
Last Filing Date: 2026-03-30 14:56:31