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STEVEN ROBERT JAKOWCHIK
JAKOWCHIK, STEVEN ROBERT
CRD 136550
522 S. SEPULVEDA BLVD., #207, LOS ANGELES, CA, 90049, United States
Phone
310-476-5142
Fax
310-440-4834
Registration
— (—)
Source
State registered
Total AUM
$29.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $7.8M |
| High net worth individuals | 9 | $21.5M |
All web addresses on file
Official SEC filing: View on IAPD