Přihlásit se Zaregistrujte se zdarma

Jeffery Asset Management LLC (New York)


Jeffery Asset Management LLC is a large advisory firm based in New York. It manages $420.66 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, New York, and Texas.

Logo



Jeffery Asset Management provides portfolio management for individuals and small businesses, selection of other advisers, and consulting services to nonprofit organizations.. 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 Asset Management: assets under management

The assets under management (AUM) of Jeffery Asset Management LLC is $420.66 million. The firm's AUM has grown by 1491% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $144.05 million in discretionary accounts and $276.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $19.76 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jeffery Asset Management LLC for their services and products based on a percentage of assets under management and fixed fees. 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.

Based in New York

The principal office where Jeffery Asset Management LLC performs its advisory services is located at 180 East 79 Th St., New York, NY 10075, 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 (866) 526-1001. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at jefferyassetmanagement.com.


Registered investment advisers similar to Jeffery Asset Management LLC