JFS WEALTH ADVISORS, LLC - Financial Advisor in Pennsylvania, Hermitage

Tel: 724-962-3200 1479 N. Hermitage Rd. Hermitage, Pennsylvania 16148

About JFS WEALTH ADVISORS, LLC

JFS WEALTH ADVISORS, LLC is a Hermitage, Pennsylvania based financial advisory firm with nearly $3,389,350,596 in assets under management and provides investment advisory services for 6043 clients. There are currently 84 financial advisors at the firm.

General Information

Firm CRD#:

145051

Firm SEC#:

801-68333

Assets Under Management:

$3,389,350,596

No. of Clients:

6043

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CREDIT, CASH MANAGEMENT, & INSURANCE SOLUTIONS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING ON ELIGIBLE CREDIT, CASH MANAGEMENT, & INSURANCE)

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Top Financial Advisory Firms in Pennsylvania, hermitage

FirmCRD#:168073

SEC#:801-114359

No. of Advisors:3

No. of Clients:789

AUM:$258,691,107

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

MATUNE BASILE ADVISORS

168073

801-114359

789

$258,691,107

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