Overview
Assets Under Management: $2.2 billion
Headquarters: PITTSTON, PA
High-Net-Worth Clients: 862
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 862
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 6,314
Discretionary Accounts: 6,245
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 147663
Filing ID: 1968347
Last Filing Date: 2025-03-31 14:26:00
Website: https://jacobicapital.com