JRF ASSET ADVISORS, LLC.
Adviser information for JRF ASSET ADVISORS, LLC. last updated from Form ADV on March 17th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 515 | $186.7M |
| Total | 515 | $186.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 253 | $88.3M |
| HNW Individuals | 27 | $98.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Registered representative of a broker-dealerAccountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-66940 |
|---|---|
| SEC ERA File Number | 801-66940 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 126044 |
| Legal Entity Identifier | None |
Principal Office
100 QUENTIN ROOSEVELT BLVDSUITE 516
GARDEN CITY
NY
United States
Monday - Friday, 9:00 TO 5:30
Tel: 516-622-0024, Fax: 516-495-5655
Websites
Chief Compliance Officer
JAY H. FREEBERG
PRESIDENT & CHIEF COMPLIANCE OFFICER
100 QUENTIN ROOSEVELT BLVD
SUITE 516
GARDEN CITY
NY
United States
Tel:
516-622-0024
Fax:
516-495-5655
J**@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JANOVER, LLC | Domestic Entity | – | OWNER | 01/1999 | > 75% |
| FREEBERG, JAY, H | Individual | – | PRESIDENT/ CHIEF COMPLIANCE OFFICER | 01/1999 | < 5% |