Assets Under Management

$1.7B

Number of Clients

843

Number of Advisors

9

Average Client AUM

$2.1M

AUM per Advisor

$192.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

JSF Financial LLC provides customized advisory services including investment supervisory services, recommending third-party advisers, financial planning, wealth management, educational seminars, and aggregated account reporting. They work with clients to determine their specific needs and customize services accordingly.

Fee Structure

Minimum Investment:$250K
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Location

6300 Wilshire Blvd., Suite 2100, Los Angeles, CA, 90048

9 Advisors at this firm