Jaffe Asset Management LLC

Jaffe Asset Management LLC (CRD# 108082) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $100,753,640 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9454 Wilshire Blvd, Ste M-1, Beverly Hills, CA 90212
http://investment-sense.blogspot.com/
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $618,120
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jaffe Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Marshall Jaffe, financial advisor Beverly Hills CA
Marshall R. Jaffe
CRD#: 827555
9454 Wilshire Blvd, Ste M-1, Beverly Hills, CA 90212

Marshall Jaffe (CRD# 827555) is an Investment Advisor Representative working at Jaffe Asset Management LLC in Beverly Hills, CA and has over 44 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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