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Home > Retirement Planners > california > san francisco > JACOBS & COMPANY, LLC
JACOBS & COMPANY, LLC
595 Market Street
Suite 1330
San Francisco, California 94105
Tel: 415-777-1617
About JACOBS & COMPANY, LLC
JACOBS & COMPANY, LLC, formally registered with the SEC as JACOBS & COMPANY, LLC. The firm was established in 09/01/1976. They have over 1 offices throughout the country.
JACOBS & COMPANY, LLC is a San Francisco, California based Financial Planning firm with nearly $1,097,635,471 assets under management, offering retirement planning & investment advisory services to 768 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107674 |
| SEC# | 801-12012 |
| Assets Managed by Firm | $1,097,635,471 |
| No. of Clients | 768 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 768 | $1,097,635,471 |
| Individuals (other than high net worth individuals) | 22 | $7,850,254 |
| High net worth individuals | 224 | $1,076,367,462 |
| Pension and profit sharing plans | 6 | $13,417,755 |
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