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Building 2COBEY JACOBSON & GORDON INC

Map pinPASADENA, CA
Phone626-584-3000
NotebookSEC #801-19890
Total AUM
$99.4M
Employees
1
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 NORTH RAYMOND AVENUE
SUITE 712
PASADENA
CA 91103
United States
Operating Hours
9:00 AM 5:00PM
Monday - Friday
Phone
626-584-3000

ReceiptFinancials

Total AUM
$99.4M
Accounts
13
Discretionary
$99.4M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
13
AUM
$99.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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