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JFS Wealth Advisors

EST. AUM
$4,729,065,800

CONTACTS
11

CLIENT ACCOUNTS
6,981

Firm Details

Metro area Pittsburgh
CRD Number 145051
Website jfswa.com
Client types

Overview

JFS Wealth Advisors is a $3.3B RIA based just outside of Pittsburgh, in Hermitage, Pa. They are a Focus Financial Partner. CIO is Steve Lee. Have grown over the past 5 to 6 years in terms of AUM and # of advisors through mergers and acquisitions. Allocated Fund Breakdown: 50% of AUM is allocated to DFA. The remaining balance is through overlay strategies with a focus on income and growth. Also have an alternative sleeve of Private Equity and Real Estate. Currently have 75 funds on their platform outside of their DFA exposure. They use FI 360 for upfront screening when reviewing new managers and strategies.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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