RIA Intel›Advisers›Oregon›JAFFE FINANCIAL SERVICES, LLC

JAFFE FINANCIAL SERVICES, LLC

Advisory

OR

Data as of May 11, 2026 · Source: SEC Form ADV

Average account

$433K

across 60 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, OR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

60 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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$27M

HYBRIDTRADING, LLC

$25M

HOLLOWAY INVESTMENT ADVISORS, INC.

$27M

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