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Home > Retirement Planners > michigan > trenton > JFR FINANCIAL SERVICES, INC.
JFR FINANCIAL SERVICES, INC.
3133 Van Horn
Trenton, Michigan 48183
Tel: 734-692-1421
About JFR FINANCIAL SERVICES, INC.
JFR FINANCIAL SERVICES, INC, formally registered with the SEC as JFR FINANCIAL SERVICES, INC. The firm was established in 03/04/2015. They have over 1 offices throughout the country.
JFR FINANCIAL SERVICES, INC. is a Trenton, Michigan based Financial Planning firm with nearly $261,875,912 assets under management, offering retirement planning & investment advisory services to 734 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124456 |
| SEC# | 801-81059 |
| Assets Managed by Firm | $261,875,912 |
| No. of Clients | 734 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Other (CONSULTATION, EDUCATIONAL WORKSHOPS AND SEMINARS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 734 | $261,875,912 |
| Individuals (other than high net worth individuals) | 504 | $112,481,241 |
| High net worth individuals | 79 | $149,394,671 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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| $20,209,044,347 | 85 | 74 | |
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