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Building 2JACOBI CAPITAL MANAGEMENT, LLC

Map pinPITTSTON, PA
Phone570-826-1801
NotebookSEC #801-69398
Total AUM
$2.6B
Employees
31
Clients
3,024

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
154 ENTERPRISE WAY
PITTSTON
PA 18640
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
570-826-1801
Other Offices
3

ReceiptFinancials

Total AUM
$2.6B
Accounts
6,842
Discretionary
$2.6B
Accounts
6,773
Non-Discretionary
$76.8M
Accounts
69

ContactClients

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Individual Clients
1,813
AUM
$371.8M
HNW Individual Clients
1,087
AUM
$2B
Pension/Profit Sharing Plan Clients
36
AUM
$77.5M
Charitable Organization Clients
29
AUM
$68.1M
Corporation or Business Clients
59
AUM
$113.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAILLAMAMDMEMNNCNHNJNYOHPASCTXVAWA

HandshakeAffiliates

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

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