Jfr Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Trenton, MI. Its latest Form ADV filing, dated February 9, 2026, reports $277M in regulatory assets under management, 11 employee, and 767 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.9% of total clients.
Top client categories% of clientsClients
1
Individuals
80.9%
483
2
HNWI
19.1%
114
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$277Mas of February 9, 2026
Discretionary100.0%
$277M
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$277M
Total Accounts767
10Y AUM Change+$134M (+94.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* 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.