RIA IntelAdvisersNew JerseyJEDI MANAGEMENT, INC.

JEDI MANAGEMENT, INC.

Advisory

ENGLEWOOD CLIFFS, NJ

Data as of Mar 22, 2026 · Source: SEC Form ADV

Rank in NJ
#687
of 775 advisers by AUM
Average account
$2M
across 23 accounts
AUM per adviser
$57M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 22, 2026.

Total AUM
$57M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$57M
Discretionary AUM$57M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

MAIN STREET FINANCIAL LIFE ADVISORS, LLC
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$57M
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TMFS-PHILADELPHIA II, LLC
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$56M
+6.8% 1Y
THE PRIVATE CLIENT ADVISORY GROUP, LLC
MANASQUAN, NJ
$58M
SINGER HOWARD ASSOCIATES
MATAWAN, NJ
$58M
-1.5% 1Y
KIELY CAPITAL MANAGEMENT, INC.
MORRISTOWN, NJ
$58M
-11.8% 1Y

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