Ofc Financial Planning, LLC
● SEC registered since 2024CRD 133846SEC# 801-130612
Reg. AUM
$182.8M
Employees
2
Accounts
369
Location
—
Ofc Financial Planning, LLC assets under management
Ofc Financial Planning, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $182.8 million in regulatory assets under management and employs 2 people.
Ofc Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Michelle Jaffe Control | President | 50-75% | 2022 |
| Jeffrey Richard Waters Control | President; Chief Compliance Officer; Chief Investment Officer | 50-75% | 2005 |
Frequently asked questions
How much does Ofc Financial Planning, LLC manage?
Ofc Financial Planning, LLC reports $182.8 million in regulatory assets under management on its Form ADV.
How many employees does Ofc Financial Planning, LLC have?
Ofc Financial Planning, LLC reports 2 employees.
Does Ofc Financial Planning, LLC disclose fund performance?
Ofc Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 973-258-1007 |
| Fax | 973-215-2117 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$182.8M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$182.8Mregulatory AUM
Discretionary $182.8M