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Jeffries Asset Management, LLC (Stamford)


Jeffries Asset Management, LLC is a large advisory firm based in Stamford. It manages $657 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut, Kentucky, and Tennessee.

Jeffries Asset Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jeffries Asset Management: assets under management

The assets under management (AUM) of Jeffries Asset Management, LLC is $657 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $657 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $164.25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jeffries Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stamford

The principal office where Jeffries Asset Management, LLC performs its advisory services is located at The Metro Center, Stamford, CT 06902, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-708-6500 or by fax 203-708-6529. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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