Overview
Assets Under Management: $467 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 157
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 859
Discretionary Accounts: 859
Regulatory Filings
CRD Number: 115879
Filing ID: 1950098
Last Filing Date: 2025-03-14 12:20:00
Website: https://deanjacobson.com