Jaffe & Associates Advisory Group, Inc. (Memphis)

Name: Jaffe & Associates Advisory Group, Inc.
Address: 6465 N. Quail Hollow Rd., Memphis, TN, 38120
Telephone: 901-753-3886

Jaffe & Associates Advisory Group, Inc. is a large advisory firm based in Memphis. It manages $29.11 million of regulatory assets for 187 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arkansas, Florida, Louisiana, Tennessee, and Texas.

Jaffe & Associates Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jaffe & Associates Advisory Group: assets under management

The assets under management (AUM) of Jaffe & Associates Advisory Group, Inc. is $29.11 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $464.4 thousand in discretionary accounts and $28.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $158.27 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jaffe & Associates Advisory Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, 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 Memphis

The principal office where Jaffe & Associates Advisory Group, Inc. performs its advisory services is located at 6465 N. Quail Hollow Rd., Memphis, TN 38120, 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 901-753-3886 or by fax 901-473-4833. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.jaadvisors.com.

Jaffe & Associates Advisory Group, Inc. (Memphis)

Jaffe & Associates Advisory Group: assets under management

Fees & Commissions

Based in Memphis

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