LOS ANGELES, CACRD 114025Latest ADV March 30, 2026
Jsf Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 30, 2026, reports $2.0B in regulatory assets under management, 27 employees, and 2,759 accounts.
Assets Under Management
$2.0B
Employees
27
Offices
--
Total Clients
821
Primary office
LOS ANGELES, CA
6300 WILSHIRE BLVD., SUITE 2100, LOS ANGELES, CA, United States
Top client segmentIndividuals represent 54.2% of total clients.
Top client categories% of clientsClients
1
Individuals
54.2%
445
2
HNWI
42.1%
346
3
Pension Plans
2.6%
21
4
Charitable
0.6%
5
5
Corporations
0.5%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 30, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts2,759
10Y AUM Change+$1.5B (+364.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee30:1
10Y Employee Change+10 (+58.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.