← Back to searchVisit website
AFC WEALTH MANAGEMENT
JACOBY AGENCY INSURANCE SERVICES, INC.
CRD 297461
16130 VENTURA BLVD, SUITE #400, ENCINO, CA, 91436, United States
Phone
310-842-8888
Fax
310-842-8878
Registration
— (—)
Source
State registered
Total AUM
$3.1M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Corporation
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $1.9M |
| High net worth individuals | 2 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD