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| Happy Holidays!! thanks for using AUM13F!! |
| JSF Financial LLC
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| CRD # | 114025 |
| SEC # | 801-71250 |
| CIK # | 0001802224 |
| AUM | $1.7 B (2025-06-17) |
| Employees | 26 (50% Investors, 46% Brokers) |
| Phone | 323-866-0833 |
| Address | 6300 Wilshire Blvd Los Angeles, CA 90048 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.7 | ||
| Nvidia Corp | 8.5 | ||
| Microsoft Corp | 7.8 | ||
| Amazon Com Inc | 5.4 | ||
| Doubleverify Holdings Inc | 4.8 | ||
| Costco Wholesale Corp /NEW | 4.7 | ||
| Alphabet Inc | 3.3 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Walt Disney Co | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 478 | 264.3 |
| (b) Individuals (high net worth individuals) | 331 | 1,190.2 |
| (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 | 25 | 34.9 |
| (h) Charitable organizations | 4 | 32.8 |
| (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 | 208.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,633 | 1,730.4 |
| By Discretionary | ||
| Discretionary | 2,633 | 1,730.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,633 | 1,730.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.7 | |
| United States Persons | 1,721.7 | |
| Total | 2,633 | 1,730.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802224] |
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|---|---|---|
|
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MO | 1.8 |
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The Norden Group LLC
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UT | 1.7 |
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CFO4Life Group LLC
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TX | 1.7 |
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Fiduciary Advisors Inc
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WI | 1.7 |
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Physician Wealth Advisors Inc
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UT | 1.7 |
|
The Fiduciary Group LLC
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GA | 1.7 |
|
Navy Federal Investment Services LLC
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|
VA | 1.7 |
|
Twelve Points Wealth Management LLC
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MA | 1.7 |
|
Impact Partnership Wealth LLC
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GA | 1.7 |