Jeffery & Teegardin Capital Management Inc (Rochester)

Jeffery & Teegardin Capital Management Inc is a large advisory firm based in Rochester. It manages $48.7 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Jeffery & Teegardin Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jeffery & Teegardin Capital Management: assets under management

The assets under management (AUM) of Jeffery & Teegardin Capital Management Inc is $48.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $518.07 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jeffery & Teegardin Capital Management Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jeffery & Teegardin Capital Management Inc

John Franklin Teegardin has been acting as President since 1 Jan 1997. John Michael Jeffery joined the executive team most recently as the Chairman Of The Board.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Michael Jeffery	Chairman of the board	1 Jan 1997	25% - 50%	4360602
John Franklin Teegardin	President	1 Jan 1997	50% - 75%	4360607
Lois Grove Jeffery	Ceo - treasurer	1 Jan 1997	25% - 50%	2488152

Based in Rochester

The principal office where Jeffery & Teegardin Capital Management Inc performs its advisory services is located at Bldg 1, Suite 240, Rochester, NY 14625 2432, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.