JFR Financial Services Inc

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Assets, Funds, Holdings

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JFR Financial Services Inc
CRD #124456
SEC #801-81059
CIK #
AUM $226.9 MM (2024-02-28)
Employees 3 (67% Investors, 67% Brokers)
Phone734-692-1421
Address3133 van Horn
Trenton, MI 48183
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 436 127.9
(b) Individuals (high net worth individuals) 57 99.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 855 226.9
By Discretionary
Discretionary 855 226.9
Non-Discretionary 0 0.0
Total 855 226.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 226.9
Total 855 226.9
Comparable Firms State AUM ($BB)
Mattia and Associates LLC
FL 0.2
LPFG LLC
OH 0.2
H&H Retirement Design and Management Inc
NV 0.2
Capital Market Strategies LLC
FL 0.2
Gunderson Capital Management
SC 0.2
HD Money Inc
FL 0.2
First Financial Advisory Services Inc
RI 0.2
Washington Avenue Advisors LLC
MI 0.2
Open Window Financial Solutions Ltd
NV 0.2
Wealth Management Strategies Inc
PA 0.2
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