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Building 2DEAN, JACOBSON FINANCIAL SERVICES

Map pinFORT WORTH, TX
Phone817-335-3214
NotebookSEC #801-77262
Total AUM
$519.4M
Employees
8
Clients
564

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3112 W. 4TH ST.
FORT WORTH
TX 76107
United States
Operating Hours
8:00AM TO 5:30PM
Monday - Friday
Phone
817-335-3214

ReceiptFinancials

Total AUM
$519.4M
Accounts
917
Discretionary
$519.4M
Accounts
917
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
362
AUM
$126.5M
HNW Individual Clients
170
AUM
$301.8M
Pension/Profit Sharing Plan Clients
7
AUM
$6.8M
Charitable Organization Clients
15
AUM
$46.7M
Corporation or Business Clients
10
AUM
$37.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAOHOKTX

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

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