Overview
Assets Under Management: $187 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 27
Average Client Assets: $3.6 million
Frequently Asked Questions
JRF ASSET ADVISORS, 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 #126044), JRF ASSET ADVISORS, LLC. is subject to fiduciary duty under federal law.
JRF ASSET ADVISORS, LLC. is headquartered in GARDEN CITY, NY.
JRF ASSET ADVISORS, LLC. serves 27 high-net-worth clients according to their SEC filing dated March 17, 2023. View client details ↓
According to their SEC Form ADV, JRF ASSET ADVISORS, LLC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
JRF ASSET ADVISORS, LLC. manages $187 million in client assets according to their SEC filing dated March 17, 2023.
According to their SEC Form ADV, JRF ASSET ADVISORS, LLC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.71%
Average Client Assets: $3.6 million
Total Client Accounts: 515
Non-Discretionary Accounts: 515
Regulatory Filings
CRD Number: 126044
Filing ID: 1734288
Last Filing Date: 2023-03-17 22:45:00