Jeffery & Teegardin Capital Management Inc is a large advisory firm based in Rochester. It manages $48.7 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Jeffery & Teegardin Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jeffery & Teegardin Capital Management Inc is $48.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% 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 Jeffery & Teegardin Capital Management Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Franklin Teegardin has been acting as President since 1 Jan 1997. John Michael Jeffery joined the executive team most recently as the Chairman Of The Board.
The principal office where Jeffery & Teegardin Capital Management Inc performs its advisory services is located at Bldg 1, Suite 240, Rochester, NY 14625 2432, 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 585-385-7900 or by fax 585-385-4396. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday.