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| JSF Financial LLC
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| |
|---|---|
| CRD # | 114025 |
| SEC # | 801-71250 |
| CIK # | 0001802224 |
| AUM | $1.5 BB (2024-07-17) |
| Employees | 23 (61% Investors, 48% Brokers) |
| Phone | 323-866-0833 |
| Address | 6300 Wilshire Blvd Los Angeles, CA 90048 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 17.7 | ||
| AAPL | 2,382,844.0 | 15.6 | |
| MSFT | 1,918,222.4 | 7.9 | |
| DV | 3,641.2 | 6.4 | |
| AMZN | 1,092,997.8 | 4.7 | |
| GOOGL | 1,475,138.5 | 4.2 | |
| COST | 207,576.9 | 3.3 | |
| NVDA | 399,550.0 | 2.6 | |
| DIS | 174,716.7 | 2.3 | |
| BRZE | 3,450.4 | 2.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 218.9 |
| (b) Individuals (high net worth individuals) | 317 | 1,020.9 |
| (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 | 22 | 28.1 |
| (h) Charitable organizations | 5 | 27.2 |
| (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 | 5 | 177.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,400 | 1,472.1 |
| By Discretionary | ||
| Discretionary | 2,400 | 1,472.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,400 | 1,472.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.3 | |
| United States Persons | 1,464.8 | |
| Total | 2,400 | 1,472.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802224] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greenwood Capital Associates LLC
✚
|
SC | 1.5 |
|
Ellenbecker Investment Group Inc
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|
WI | 1.5 |
|
Bankers Life Advisory Services Inc
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IL | 1.5 |
|
Cary Street Partners Asset Management LLC
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VA | 1.5 |
|
Navy Federal Investment Services LLC
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VA | 1.5 |
|
Retirement Plan Advisors LLC
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|
IL | 1.5 |
|
Capita Financial Network LLC
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|
UT | 1.5 |
|
Retirement Management Systems Inc
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|
MD | 1.4 |
|
Everhart Financial Group Inc
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|
OH | 1.4 |
|
Executive Wealth Management LLC
✚
|
MI | 1.4 |