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JACKSON SQUARE CAPITAL, LLC
595 Market Street
Suite 1340
San Francisco, California 94105
Tel: 415-854-5011
About JACKSON SQUARE CAPITAL, LLC
JACKSON SQUARE CAPITAL, LLC, formally registered with the SEC as JACKSON SQUARE CAPITAL, LLC. The firm was established in 03/11/2019. They have over 1 offices throughout the country.
JACKSON SQUARE CAPITAL, LLC is a San Francisco, California based Financial Planning firm with nearly $488,825,282 assets under management, offering retirement planning & investment advisory services to 524 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300314 |
| SEC# | 801-114780 |
| Assets Managed by Firm | $488,825,282 |
| No. of Clients | 524 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 524 | $488,825,282 |
| Individuals (other than high net worth individuals) | 86 | $13,367,683 |
| High net worth individuals | 413 | $445,596,460 |
| Pension and profit sharing plans | 1 | $489,644 |
| Charitable organizations | 8 | $3,504,589 |
| Corporations or other businesses | 16 | $25,866,906 |
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