← Back to search
JACOBS & COMPANY
CRD 109133 · SEC 801-55883
179 SUMMERS STREET, SUITE 307, CHARLESTON, WV, 25301, United States
Phone
304-342-3535
Fax
304-342-9726
Registration
— (—)
Source
State registered
Total AUM
$29.2M
Discretionary AUM
$29.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2024-12-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $20.8M |
| Corporations/business entities | 20 | $6.2M |
Official SEC filing: View on IAPD