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Building 2JACOBS & COMPANY

Map pinCHARLESTON, WV
Phone304-342-3535
NotebookSEC #801-55883
Total AUM
$28.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 SUMMERS STREET
SUITE 970
CHARLESTON
WV 25301
United States
Operating Hours
9:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
304-342-3535

ReceiptFinancials

Total AUM
$28.8M
Accounts
48
Discretionary
$28.8M
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJOHWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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