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Building 2JACOBUS WEALTH MANAGEMENT INC

Map pinMILWAUKEE, WI
Phone414-475-6565
NotebookSEC #801-51444
Total AUM
$791.4M
Employees
14
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2323 N.MAYFAIR ROAD,SUITE 240
MILWAUKEE
WI 53226-1506
United States
Operating Hours
8:00 A.M.- 5:00 P.M.
Monday - Friday
Phone
414-475-6565

ReceiptFinancials

Total AUM
$791.4M
Accounts
1,104
Discretionary
$690.6M
Accounts
937
Non-Discretionary
$100.8M
Accounts
167

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILMNWI

HandshakeAffiliates

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

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