$15.4M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-30-2000
- Office Locations
- 1
Office Locations
9720 Stirling Road Suite 212 Cooper City FL
About THE Jaffee Financial Group, Inc.
THE Jaffee Financial Group, Inc. is a Cooper City-based RIA. The firm has been operating for 26 years. Managing $15.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
61 AVG AGE
$15.4M AVG AUM / ADVISOR
$427.8K AVG AUM / CLIENT
19.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL STEVEN JAFFEE
Owner, President
- CRD
- #1908902
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,399,225 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,399,225 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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