Investment adviser · CRD 109133
JACOBS & COMPANY
Investment adviser filing (IA)
CHARLESTON, WV, United States · Form ADV filed Sep 12, 2012
- Regulatory AUM
- $28.8M Form ADV · Item 5.F
- Client accounts
- 48 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe 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: Sep 12, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
300 SUMMERS STREET, SUITE 970CHARLESTON, WV, 25301, United States
CRD 109133
Filing source
Form ADV 669498 · Sep 12, 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.