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David Lewis Jaffe

BACKCAST PARTNERS MANAGEMENT LLC·MILLBURN, New Jersey
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24 LACKAWANNA PLACE, MILLBURN, NJ 07041CRD# 1158274Firm CRD# 291785
01

About

David Lewis Jaffe is a registered financial advisor based in MILLBURN, New Jersey, affiliated with BACKCAST PARTNERS MANAGEMENT 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
BACKCAST PARTNERS MANAGEMENT LLC
BACKCAST PARTNERS MANAGEMENT LLC
AUM
$802M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BACKCAST PARTNERS MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADVISOR TRANSACTIONS FEES
Regulatory
SEC/IARD CRD# 1158274
Firm CRD# 291785
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Lewis Jaffe offer?
David Lewis Jaffe specializes in Retirement Planning, Wealth Management. Contact their office in MILLBURN, New Jersey for a consultation.
What are David Lewis Jaffe's credentials?
David Lewis Jaffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lewis Jaffe located?
David Lewis Jaffe is based in MILLBURN, New Jersey, working with BACKCAST PARTNERS MANAGEMENT LLC. Their office serves clients in the MILLBURN metropolitan area and surrounding communities.
How does David Lewis Jaffe charge for services?
David Lewis Jaffe's firm is compensated through percentage of aum, performance-based fees, other: advisor transactions fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BACKCAST PARTNERS MANAGEMENT LLC?
BACKCAST PARTNERS MANAGEMENT LLC has approximately 11 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MILLBURN
Steven Lawrence Weiss — SHORT HILLS CAPITAL PARTNERS LLCBruce Glenn Pollack — BACKCAST PARTNERS MANAGEMENT LLCWilliam Michael Tomai — BACKCAST PARTNERS MANAGEMENT LLCKeith Allan Hocter — BELLWETHER CONSULTING LLCLauren K Weiss — SHORT HILLS CAPITAL PARTNERS LLC
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Research
Advisor Fees in New JerseyNational Fee Analysis
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