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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