Jacobs & Company, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 107674
- Registered since
- September 1, 1976
- Website
- jacobsco.us
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.18%
- Pension & Profit Sharing Plans2.11%
- Individuals0.71%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Jacobs & Company, LLC is an independent registered investment adviser that has been registered with the SEC since 1976. The firm operates as an owner-led limited liability company and provides fee-based portfolio management with a focus on individuals, families and some institutional clients. Its core client-facing activity is discretionary portfolio management for individuals and small businesses. The firm charges advisory fees as a percentage of assets under management and does not identify itself as an ESG-focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- State & Local Bonds7%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Susan Newmeyer
Chief Compliance OfficerCRD 7333133
Contacts
2 of 2
Matt Jacobson
Managing MemberCRD 4340890
Thomas Newmeyer
Managing MemberCRD 2513484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$3.8M in ETFs
100%
$3.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $531K | 19,362 | 13.95% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 595 Market St
- Time zone
- PT (UTC-8)
- Office locations
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