https://www.linkedin.com/company/jsf-financial-llc • LOS ANGELES, CA • Investment Advisor How do I update this listing?
JSF Financial is based out of Los Angeles. JSF Financial is a large advisory firm with 454 clients and discretionary assets under management (AUM) of $569,217,483 (Form ADV from 2019-12-03). Their last reported 13F filing for Q4 2019 included $101,113,000 in managed 13F securities and a top 10 holdings concentration of 71.45%. JSF Financial's largest holding is iShares Core S&P 500 ETF with shares held of 88,590. Whalewisdom has at least 5 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14
|Performance for Q4 2019:||7.5%|
|Performance Last 4 Quarters:||0.0%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|Number of employees:||17|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees,Commissions|
|Amount of client funds and securities:||89,550,800|
|Total Number of Clients:||454|
|Amount of client funds and securities by related persons:||2,024,640|
|Total Number of clients from related persons:||35|