Jnf Advisors, Inc. is a large advisory firm based in Louisville. It manages $95.89 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Kentucky.
Jnf Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jnf Advisors, Inc. is $95.89 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Jnf Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mitchell Harris Caplan has been acting as President since 1 Jan 2010. Jessica Leigh Cole joined the executive team most recently as the Chief Compliance Officer.
The principal office where Jnf Advisors, Inc. performs its advisory services is located at 10350 Ormsby Park Place, Louisville, KY 40223, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 502-515-7837 or by fax 866-667-0563. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.