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THE JAFFEE FINANCIAL GROUP, INC.
CRD 142163
9720 STIRLING ROAD, SUITE 212, COOPER CITY, FL, 33024, United States
Phone
954-430-5855
Fax
954-430-5866
Registration
— (—)
Source
State registered
Total AUM
$15.4M
Discretionary AUM
$15.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $9.0M |
| High net worth individuals | 4 | $5.0M |
| Pension/profit sharing plans | 4 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD