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JACOBSEN CAPITAL MANAGEMENT
101 South 200 East
Suite 524
Salt Lake City, Utah 84111
Tel: 801-746-7171
About JACOBSEN CAPITAL MANAGEMENT
JACOBSEN CAPITAL MANAGEMENT, formally registered with the SEC as JACOBSEN CAPITAL MANAGEMENT. The firm was established in 04/07/2004. They have over 1 offices throughout the country.
JACOBSEN CAPITAL MANAGEMENT is a Salt Lake City, Utah based Financial Planning firm with nearly $474,630,289 assets under management, offering retirement planning & investment advisory services to 478 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116085 |
| SEC# | 801-63010 |
| Assets Managed by Firm | $474,630,289 |
| No. of Clients | 478 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 478 | $474,630,289 |
| Individuals (other than high net worth individuals) | 63 | $452,779,790 |
| High net worth individuals | 46 | $14,529,306 |
| Charitable organizations | 3 | $7,321,193 |
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