Overview
Assets Under Management: $91 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 22
Average Client Assets: $3.4 million
Frequently Asked Questions
TREVOR STEWART BURTON & JACOBSEN INC 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 #110628), TREVOR STEWART BURTON & JACOBSEN INC is subject to fiduciary duty under federal law.
TREVOR STEWART BURTON & JACOBSEN INC is headquartered in NEW YORK, NY.
TREVOR STEWART BURTON & JACOBSEN INC serves 22 high-net-worth clients according to their SEC filing dated November 14, 2018. View client details ↓
According to their SEC Form ADV, TREVOR STEWART BURTON & JACOBSEN INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
TREVOR STEWART BURTON & JACOBSEN INC manages $91 million in client assets according to their SEC filing dated November 14, 2018.
According to their SEC Form ADV, TREVOR STEWART BURTON & JACOBSEN INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.57%
Average Client Assets: $3.4 million
Total Client Accounts: 88
Discretionary Accounts: 87
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 110628
Filing ID: 1251523
Last Filing Date: 2018-11-14 11:02:00