Investment adviser · CRD 151468

JACOB WILLIAM ADVISORY

Investment adviser filing (IA)

JACOB WILLIAM, INC.

TIMONIUM, MD, United States · Form ADV filed Mar 20, 2012

Regulatory AUM
$56.7M
Form ADV · Item 5.F
Client accounts
452
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9515 DEERECO ROAD, SUITE 201
TIMONIUM, MD, 21093, United States

CRD 151468

Filing source

Form ADV 624336 · Mar 20, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.