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Jonathan Solomon Yaffe

KULA INVESTMENTS, LLC·CHICAGO, Illinois
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333 S. WABASH AVE., CHICAGO, IL 60604CRD# 5906699Firm CRD# 312388
01

About

Jonathan Solomon Yaffe is a registered financial advisor based in CHICAGO, Illinois, affiliated with KULA INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KULA INVESTMENTS, LLC
KULA INVESTMENTS, LLC
AUM
$608M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at KULA INVESTMENTS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5906699
Firm CRD# 312388
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Solomon Yaffe offer?
Jonathan Solomon Yaffe specializes in Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Jonathan Solomon Yaffe's credentials?
Jonathan Solomon Yaffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Solomon Yaffe located?
Jonathan Solomon Yaffe is based in CHICAGO, Illinois, working with KULA INVESTMENTS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Jonathan Solomon Yaffe charge for services?
Jonathan Solomon Yaffe's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KULA INVESTMENTS, LLC?
KULA INVESTMENTS, LLC has approximately 16 employees and manages $608M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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