Overview
Assets Under Management: $262 million
Headquarters: TRENTON, MI
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Frequently Asked Questions
JFR FINANCIAL SERVICES, INC. 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 #124456), JFR FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
JFR FINANCIAL SERVICES, INC. is headquartered in TRENTON, MI.
JFR FINANCIAL SERVICES, INC. serves 79 high-net-worth clients according to their SEC filing dated January 02, 2025. View client details ↓
According to their SEC Form ADV, JFR FINANCIAL SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
JFR FINANCIAL SERVICES, INC. manages $262 million in client assets according to their SEC filing dated January 02, 2025.
According to their SEC Form ADV, JFR FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 734
Discretionary Accounts: 734
Regulatory Filings
CRD Number: 124456
Last Filing Date: 2025-01-02 00:00:00
Website: https://jfrfinancial.com