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Building 2JACOBSON & BREEN WEALTH MANAGEMENT, LLC

Map pinPETALUMA, CA
Phone(707) 595-6555
NotebookSEC #801-78882
Total AUM
$126M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 KENTUCKY ST., 2ND FLOOR, SUITE C
PETALUMA
CA 94952
United States
Operating Hours
MON-THUR: 9-5 FRI: 9-2
Monday - Friday
Phone
(707) 595-6555

ReceiptFinancials

Total AUM
$126M
Accounts
635
Discretionary
$117M
Accounts
622
Non-Discretionary
$9M
Accounts
13

ContactClients

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None reported

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
CATX

HandshakeAffiliates

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

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