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Building 2JACOBS & COMPANY, LLC

Map pinSAN FRANCISCO, CA
Phone415-777-1617
NotebookSEC #801-12012
Total AUM
$1.2B
Employees
5
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
595 MARKET STREET
SUITE 1330
SAN FRANCISCO
CA 94105
United States
Operating Hours
8A.M. - 5 P.M.
Monday - Friday
Phone
415-777-1617

ReceiptFinancials

Total AUM
$1.2B
Accounts
809
Discretionary
$1.2B
Accounts
809
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$8.2M
HNW Individual Clients
227
AUM
$1.1B
Pension/Profit Sharing Plan Clients
9
AUM
$24.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLNYWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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