CRD: 143748
Jersey Shore Financial Advisors LLC
$32.7M Total AUM
$30.8M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Nationwide · Security Benefit · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-26-2007
- Office Locations
- 1
Office Locations
140 Broad Street Suite 200 RED Bank NJ
About Jersey Shore Financial Advisors LLC
Jersey Shore Financial Advisors is a New Jersey fee-only planning firm led by CFP Tom Duffy. The practice focuses on guiding newly widowed clients and couples nearing retirement through Social Security decisions, organizing household finances, and building an investable roadmap. Portfolios are implemented primarily with ETFs. Offers a “Fit Visit” intake and a money-back guarantee.
Team overview
51 AVG AGE
$32.7M AVG AUM / ADVISOR
$818.1K AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
THOMAS JOSEPH DUFFY
Certified Financial Planner, President
- CRD
- #2552103
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,775,492 | -- |
| Non-Discretionary | $1,948,068 | -- |
| Total | $32,723,560 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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