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Building 2JACOBSON & SCHMITT ADVISORS, LLC

Map pinMIDDLETON, WI
Phone(608) 662-7500
NotebookSEC #801-66735
Total AUM
$676.4M
Employees
15
Clients
463

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8333 GREENWAY BLVD
SUITE 330
MIDDLETON
WI 53562
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(608) 662-7500
Other Offices
2

ReceiptFinancials

Total AUM
$676.4M
Accounts
1,292
Discretionary
$676.4M
Accounts
1,292
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
299
AUM
$141.5M
HNW Individual Clients
138
AUM
$454.9M
Pension/Profit Sharing Plan Clients
1
AUM
$4.2M
Charitable Organization Clients
17
AUM
$68M
Corporation or Business Clients
8
AUM
$7.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLGAILMIMNNCNYOHPATXUTVAWAWI

HandshakeAffiliates

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

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