Unclaimed Profile

Ellie Karen Kulman

JAFFE ASSET MANAGEMENT LLC·BEVERLY HILLS, California

Clean recordJAFFE ASSET MANAGEMENT LLC

9454 WILSHIRE BLVD, BEVERLY HILLS, CA 90212CRD# 4370584Firm CRD# 108082

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ellie Karen Kulman · BEVERLY HILLS, CA

Registration

CRD #4370584 · JAFFE ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ellie Karen Kulman is a registered financial advisor based in BEVERLY HILLS, California, affiliated with JAFFE ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

JAFFE ASSET MANAGEMENT LLC

AUM

$71M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JAFFE ASSET MANAGEMENT LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4370584

Firm CRD# 108082

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ellie Karen Kulman offer?

Ellie Karen Kulman specializes in Investment Management, Fee-Only Advisory. Contact their office in BEVERLY HILLS, California for a consultation.

What are Ellie Karen Kulman's credentials?

Ellie Karen Kulman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ellie Karen Kulman located?

Ellie Karen Kulman is based in BEVERLY HILLS, California, working with JAFFE ASSET MANAGEMENT LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Ellie Karen Kulman charge for services?

Ellie Karen Kulman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JAFFE ASSET MANAGEMENT LLC?

JAFFE ASSET MANAGEMENT LLC has approximately 1 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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