JSF FINANCIAL, LLC

https://www.linkedin.com/company/jsf-financial-llc LOS ANGELES, CA Investment Advisor How do I update this listing?

JSF Financial is based out of Los Angeles. JSF Financial is a large advisory firm with 454 clients and discretionary assets under management (AUM) of $569,217,483 (Form ADV from 2019-12-03). Their last reported 13F filing for Q4 2019 included $101,113,000 in managed 13F securities and a top 10 holdings concentration of 71.45%. JSF Financial's largest holding is iShares Core S&P 500 ETF with shares held of 88,590. Whalewisdom has at least 5 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $101.113 Million
  • Prior Market Value $91.891 Million
  • New Purchases69 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 71.45 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:0.00 quarters
  • Time Held Top10:0.00 quarters
  • Time Held All:0.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 7.5%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

JSF FINANCIAL, LLC
6300 WILSHIRE BLVD. SUITE 700
LOS ANGELES CA    90048
Country: United States

Business Phone: 323-866-0833
Fax: 323-866-0838
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 17
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions
Amount of client funds and securities: 89,550,800
Total Number of Clients: 454
Amount of client funds and securities by related persons: 2,024,640
Total Number of clients from related persons: 35
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments