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JFR Financial Services Inc
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CRD # | 124456 |
SEC # | 801-81059 |
CIK # | |
AUM | $226.9 MM (2024-02-28) |
Employees | 3 (67% Investors, 67% Brokers) |
Phone | 734-692-1421 |
Address | 3133 van Horn Trenton, MI 48183 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
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 |