RIA Intel›Advisers›Tennessee›JAFFE WEALTH MANAGEMENT & CONSULTING, INC.

JAFFE WEALTH MANAGEMENT & CONSULTING, INC.

Advisory

N·MEMPHIS, TN

Data as of May 23, 2012 · Source: SEC Form ADV

Total AUM
$57M
1-Year AUM Growth
-1.5%
3-Year CAGR
+10.5%
Employees
0
Assets Under Management
Total AUM$57M
Discretionary AUM$0
Non-Discretionary AUM$57M
Discretionary %0%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingFeb 12, 2008
Latest FilingMay 23, 2012
🔒 Full AUM trend chart and 11 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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