linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Edward Shiffra

Clarkston Capital Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Edward Shiffra

Jeffrey Edward Shiffra is a Registered Investment Advisor with Clarkston Capital Partners, LLC. Jeffrey Shiffra has been in the industry since at least October 1998. Jeffrey Shiffra is registered in Arizona, Michigan and Texas. Jeffrey Edward Shiffra also has a Series 65 license. Clarkston Capital Partners, LLC is a firm based out of Rochester, MI.

Firm Information

Jeffrey Shiffra is currently registered with Clarkston Capital Partners, LLC. Clarkston Capital Partners, LLC is an investment advisor headquartered in Rochester, MI. The firm manages assets for individuals, high-net-worth individuals, investment companies, pooled investment vehicles, charitable organizations, corporations, and other entities. Clarkston Capital Partners offers portfolio management services for a variety of client types, including individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.
Clarkston Capital Partners, LLC

303 EAST THIRD ST

ROCHESTER, MI 48307

$6.69B

Assets Under Management

3

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Shiffra’s Registration & Firm History

AZ

12/07/2023 - Present

Clarkston Capital Partners, LLC (Scottsdale AZ)

Not sure if Jeffrey Edward Shiffra is right for you?

Licenses & Designations

IA

Issued 10/29/1998

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Edward Shiffra.
Not sure if Jeffrey Edward Shiffra is right for you?