DR. Jeff Finance, LLC
RIAState Registered
Total AUM
$4M
Discretionary
$4M
100% of AUM
Avg account
$664K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330181
- Website
- www.drjefffinance.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.96%
- Individuals24.04%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
DR. Jeff Finance, LLC is a New York–based, individually owned limited liability company that combines insurance brokerage with advisory services aimed at individuals and small businesses. The firm offers financial planning, portfolio management for individual and small-business clients, and runs educational seminars and workshops. Its billing model is a mix of percentage-of-assets-under-management, hourly fees, and fixed fees. The firm reports that it actively incorporates environmental, social and governance (ESG) considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- US Government Bonds15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations