Overview
Assets Under Management: $590 million
Headquarters: MIDDLETON, WI
High-Net-Worth Clients: 129
Average Client Assets: $3 million
Frequently Asked Questions
JACOBSON & SCHMITT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140431), JACOBSON & SCHMITT ADVISORS, LLC is subject to fiduciary duty under federal law.
JACOBSON & SCHMITT ADVISORS, LLC is headquartered in MIDDLETON, WI.
JACOBSON & SCHMITT ADVISORS, LLC serves 129 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, JACOBSON & SCHMITT ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
JACOBSON & SCHMITT ADVISORS, LLC manages $590 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, JACOBSON & SCHMITT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,149
Discretionary Accounts: 1,149
Regulatory Filings
CRD Number: 140431
Filing ID: 1948920
Last Filing Date: 2025-03-07 16:36:00
Website: https://jandsadvisors.com