Jfg Wealth Management, LLC is a large advisory firm based in Denver. It manages $163.91 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Colorado and Texas.
Jfg Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jfg Wealth Management, LLC is $163.91 million. The firm's AUM has grown by 11140% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jfg Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Gary Brian Lutz is high net worth individuals with 31 clients and $163.91 million of assets under management. Among the 10 most similar advisory firms, Jfg Wealth Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $163.91 million for 31 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Jfg Wealth Management doesn't advise any private funds.
The company employs 24 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gary Brian Lutz has been acting as President since 1 Jul 2016. Johnson Financial Group Llc joined the executive team most recently as the Managing Member.
The principal office where Jfg Wealth Management, LLC performs its advisory services is located at 1144 Fifteenth Street, Denver, CO 80202, 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 720-778-4467 or by fax 720-420-1333. The normal business hours are 8:00 a.m. - 5:00 p.m. mt on Monday - Friday. You can find more information about the New York firm at jfgllc.net.