JSF Financial LLC

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Assets, Funds, Holdings

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JSF Financial LLC
CRD #114025
SEC #801-71250
CIK #0001802224
AUM $1.5 BB (2024-07-17)
Employees 23 (61% Investors, 48% Brokers)
Phone323-866-0833
Address6300 Wilshire Blvd
Los Angeles, CA 90048
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
1500120090060030002010201520202025
CIK Period
0001802224
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
iShares Comex Gold Trust 17.7
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Walt Disney Co 174,716.7 2.3
Braze Inc 3,450.4 2.0
J P Morgan Chase & Co 340,169.2 1.9
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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
WI 1.5
Bankers Life Advisory Services Inc
IL 1.5
Cary Street Partners Asset Management LLC
VA 1.5
Navy Federal Investment Services LLC
VA 1.5
Retirement Plan Advisors LLC
IL 1.5
Capita Financial Network LLC
UT 1.5
Retirement Management Systems Inc
MD 1.4
Everhart Financial Group Inc
OH 1.4
Executive Wealth Management LLC
MI 1.4
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