Jrf Asset Advisors, LLC. is a large advisory firm based in Garden City. It manages $121.39 million of regulatory assets for 229 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Connecticut, Florida, and 3 other states.
Jrf Asset Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jrf Asset Advisors, LLC. is $121.39 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jrf Asset Advisors, LLC. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Jay H Freeberg is high net worth individuals with 23 clients and $64.26 million of assets under management. Among the 12 most similar advisory firms, Jrf Asset Advisors has the 6th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $121.39 million for 229 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Jrf Asset Advisors doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jay H Freeberg has been acting as President since 1 Jan 1999. Llc Janover joined the executive team most recently as the Owner.
The principal office where Jrf Asset Advisors, LLC. performs its advisory services is located at 100 Quentin Roosevelt Blvd, Garden City, NY 11530, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-622-0024 or by fax 516-495-5655. The normal business hours are 9:00 to 5:30 on Monday - Friday. You can find more information about the New York firm at jrfadvisors.com.