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Building 2JACOBSEN CAPITAL MANAGEMENT

Map pinSALT LAKE CITY, UT
Phone801-746-7171
NotebookSEC #801-63010
Total AUM
$562.9M
Employees
4
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 SOUTH 200 EAST
SUITE 524
SALT LAKE CITY
UT 84111
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
801-746-7171

ReceiptFinancials

Total AUM
$562.9M
Accounts
535
Discretionary
$562.9M
Accounts
535
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$15.7M
HNW Individual Clients
72
AUM
$540.7M
Charitable Organization Clients
3
AUM
$6.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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