Jaffe Asset Management LLC is an adviser based in Beverly Hills. It manages $70.75 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Jaffe Asset 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.
The assets under management (AUM) of Jaffe Asset Management LLC is $70.75 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Jaffe Asset Management LLC for their services and products based on a percentage of assets under management. 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 principal office where Jaffe Asset Management LLC performs its advisory services is located at 9454 Wilshire Blvd, Beverly Hills, CA 90212, 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 310-858-0700 or by fax 310-858-0702. The normal business hours are 9:00 a.m. to 4:00 p.m. on Monday - Friday.