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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