The JFG WEALTH MANAGEMENT is a privately held investment adviser that advises $4.53Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. JFG WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 174.66% over the last 5-years.
The Group has been registered with the SEC for 12.41 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 1144 FIFTEENTH STREET SUITE 3950, DENVER, COLORADO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 62 employees comprised of 35 investment and 27 non-investment staff. The total number of Employees increased by 121.43% over the last 5-years.
Their $4.53Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $4.5Bn or 99.31% of Total Assets and Charitable Organizations own $20.84mn or 0.46% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $5.38mn in assets.
The Group discloses advisory fees, fixed fees and management fees.
JFG WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.