Jaffe Asset Management LLC

% of assets managed in Beverly Hills, CA

SEC registeredNo commissions reported

Call (310) 858-0700 Send a message Map ↗

Public-record details

Address: 9454 Wilshire Blvd, Ste M-1, Beverly Hills, CA 90212
Phone: (310) 858-0700
Listed under: % of assets managed, Retirement plan consulting
CRD number: 108082
Registration: SEC registered since 2026-04-29
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management: $116.2 million
Accounts managed: 149
Clients reported (Form ADV 5.D): 58
Individual / high-net-worth clients: 19 / 39
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-06-02

SEC registered investment adviser, CRD 108082, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 108082 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Beverly Hills

Aire Advisors, LLC9350 Wilshire Blvd, Suite 200 · Beverly Hills, CA 90212 · (310) 277-2473 · Financial planningCRD 307450 · % of assets, Hourly charges · $1.0 billion AUMSEC registeredNo commissions reported Audent Global Asset Management, LLC150 S. Rodeo Dr, Suite 100 · Beverly Hills, CA 90212 · (310) 388-3818 · Financial planningCRD 308166 · % of assets, Fixed fees, Performance-based fees · $452.3 million AUMSEC registeredNo commissions reported Beverly Hills Private Wealth, LLC350 S. Beverly Drive, Suite 360 · Beverly Hills, CA 90212 · (310) 388-3800 · Financial planningCRD 321132 · % of assets, Hourly charges, Fixed fees · $912.2 million AUMSEC registeredNo commissions reported Calvin S Mazlumyan, Attorney8383 Wilshire Blvd Ste 800 · Beverly Hills, CA 90211 · (424) 466-3566 · Hourly feesCRD 331551 · Hourly charges, OtherState registeredNo commissions reported Checchi Capital Advisers, LLC9720 Wilshire Blvd, Suite 400 · Beverly Hills, CA 90212 · (310) 432-0010 · % of assets managedCRD 143478 · % of assets · $2.6 billion AUMSEC registeredNo commissions reported Cheviot Value Management, LLC433 North Camden Drive, Suite 800 · Beverly Hills, CA 90210 · (310) 451-8600 · Financial planningCRD 166291 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported Eliot Finkel Investment Counsel, LLC9401 Wilshire Boulevard, Suite 830 · Beverly Hills, CA 90212 · (310) 271-2521 · Financial planningCRD 104695 · % of assets · $187.0 million AUMSEC registeredNo commissions reported Elyxium Wealth LLC400 S. Beverly Dr., Penthouse · Beverly Hills, CA 90212 · Financial planningCRD 328603 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported

All 22 in Beverly Hills →