JFG WEALTH MANAGEMENT, LLC

1144 Fifteenth Street
Suite 3950
Denver, Colorado 80202
Tel: 720-778-4467

About JFG WEALTH MANAGEMENT, LLC

JFG WEALTH MANAGEMENT, LLC, formally registered with the SEC as JFG WEALTH MANAGEMENT, LLC. The firm was established in 08/26/2016. They have over 2 offices throughout the country.

JFG WEALTH MANAGEMENT, LLC is a Denver, Colorado based Financial Planning firm with nearly $900,954,951 assets under management, offering retirement planning & investment advisory services to 602 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285023
SEC#	801-108299
Assets Managed by Firm	$900,954,951
No. of Clients	602
No. of Advisors	39

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (FINANCIAL CONSULTING SERVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	602	$900,954,951
Individuals (other than high net worth individuals)	8	$3,587,290
High net worth individuals	87	$897,367,661

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