Jtf Private Wealth Management, LLC (New York)

Jtf Private Wealth Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jtf Private Wealth Management: assets under management

The assets under management (AUM) of Jtf Private Wealth Management, LLC is $6.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $6.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.35 million each.

Jtf Private Wealth Management has custody of $7 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jtf Private Wealth Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in New York

The principal office where Jtf Private Wealth Management, LLC performs its advisory services is located at 14 Wall Street, New York, NY 10005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-257-1537 or by fax 800-332-6288. The normal business hours are 9:00 - 5:00 on Monday - Friday.

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