J
$116.2M Total AUM
$116.2M Disc. AUM
-- 3Y CAGR
2 Employees
58 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-1998
- Office Locations
- 1
Office Locations
9454 Wilshire Blvd STE M-1 Beverly Hills CA
About Jaffe Asset Management LLC
Jaffe Asset Management LLC is a Beverly Hills-based RIA. The firm has been operating for 28 years. Managing $116.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
71 AVG AGE
$116.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
21.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARSHALL ROBERT JAFFE
Chief Compliance Officer, Manager, Managing Partner
- CRD
- #827555
- Ownership
- 75% or more
Available
Available
Available
E
ELLIE KAREN KULMAN
Managing Partner
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,219,162 | $779,994 |
| Non-Discretionary | $0 | -- |
| Total | $116,219,162 | $779,994 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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