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Home > Retirement Planners > new jersey > florham park > JACOBS LEVY EQUITY MANAGEMENT
JACOBS LEVY EQUITY MANAGEMENT
100 Campus Drive
4th Floor East
Florham Park, New Jersey 07932-0650
Tel: 973-410-9222
About JACOBS LEVY EQUITY MANAGEMENT
JACOBS LEVY EQUITY MANAGEMENT, formally registered with the SEC as JACOBS LEVY EQUITY MANAGEMENT. The firm was established in 10/30/1986. They have over 1 offices throughout the country.
JACOBS LEVY EQUITY MANAGEMENT is a Florham Park, New Jersey based Financial Planning firm with nearly $22,880,110,775 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 65 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107022 |
| SEC# | 801-28257 |
| Assets Managed by Firm | $22,880,110,775 |
| No. of Clients | 135 |
| No. of Advisors | 65 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 135 | $22,880,110,775 |
| Pension and profit sharing plans | 28 | $5,424,976,958 |
| Charitable organizations | Fewer than 5 clients | $56,655,365 |
| Corporations or other businesses | Fewer than 5 clients | $161,317,378 |
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