D
CRD: 330181
Dr. Jeff Finance, LLC
RYE Brook, NY
9144334864
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2024
- Office Locations
- 1
Office Locations
-- RYE Brook NY
About Dr. Jeff Finance, LLC
Dr. Jeff Finance, LLC is a RYE Brook-based RIA. The firm has been operating for 2 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$159.3K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Pioneer Timber catalyst
Client Personas
Summit vertex
Investment Themes
Element prime Signal vertex Ember crest Beacon atlas Momentum summit
Investment Vehicles
Vital Value alpha
Services
Alpha value Unison Ember focus Peak optima Pathway insight Vital
Owner & Executives
J
Jeffrey T Weintraub
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #7867578
- Ownership
- 75% or more
(985) 688-8220
value.radial@pioneercapital.com
in linkedin.com/in/insight-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,983,517 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,983,517 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,983,517
Equity - Exchange:
50.9% U.S. Government/Agency:
49.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,087,118,143 | 50.9% |
| U.S. Government/Agency | $3,942,583,513 | 49.1% |
| Total | $8,029,701,656 | 100.0% |