JFR FINANCIAL SERVICES, INC.
CRD #124456 SEC #801-81059 TRENTON, MI 734-692-1421
SEC Registered
Total AUM
$261.9M
Discretionary
$261.9M
Employees
9
Clients
--
Accounts
734
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $261.9M | $261.9M | $0 | 9 | 10 |
| Sep 2024 | $226.9M | $226.9M | $0 | 3 | 9 |
| Sep 2024 | $226.9M | $226.9M | $0 | 3 | 9 |
| Feb 2024 | $226.9M | $226.9M | $0 | 3 | 9 |
| Jan 2023 | $204.7M | $204.7M | $0 | 3 | 7 |
| Jan 2022 | $252.9M | $252.9M | $0 | 3 | 18 |
| Feb 2021 | $235.9M | $235.9M | $0 | 3 | 5 |
| Jun 2020 | $175.5M | $175.5M | $0 | 9 | 9 |
| Mar 2020 | $175.5M | $175.5M | $0 | 9 | 9 |
| Feb 2019 | $163.9M | $163.9M | $0 | 11 | 9 |
| Feb 2018 | $155.4M | $155.4M | $0 | 12 | 5 |
| Nov 2017 | $142.5M | $142.5M | $0 | 11 | 4 |
| Mar 2017 | $142.5M | $142.5M | $0 | 11 | 400 |
| Mar 2016 | $135.6M | $135.6M | $0 | 10 | 400 |
| Feb 2015 | $135.5M | $135.5M | $0 | 2 | 300 |
DateJan 2025
Total AUM$261.9M
Discretionary$261.9M
Non-Disc.$0
Employees9
Clients10
DateSep 2024
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees3
Clients9
DateSep 2024
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees3
Clients9
DateFeb 2024
Total AUM$226.9M
Discretionary$226.9M
Non-Disc.$0
Employees3
Clients9
DateJan 2023
Total AUM$204.7M
Discretionary$204.7M
Non-Disc.$0
Employees3
Clients7
DateJan 2022
Total AUM$252.9M
Discretionary$252.9M
Non-Disc.$0
Employees3
Clients18
DateFeb 2021
Total AUM$235.9M
Discretionary$235.9M
Non-Disc.$0
Employees3
Clients5
DateJun 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees9
Clients9
DateMar 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees9
Clients9
DateFeb 2019
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees11
Clients9
DateFeb 2018
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees12
Clients5
DateNov 2017
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees11
Clients4
DateMar 2017
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees11
Clients400
DateMar 2016
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees10
Clients400
DateFeb 2015
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees2
Clients300