JACOBS & COMPANY, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 107674
- Registered since
- September 1, 1976
- Website
- www.jacobs.com
- 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 a long-established SEC-registered investment adviser (since 1976) organized as an LLC and owned by an individual. The firm advises both individual and family clients as well as institutional clients, with a focus on portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management. Jacobs & Company does not describe itself as an active ESG investor, does not operate as a multi-state adviser, and is not structured as a capital allocator or part of a related-adviser group.
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 1Susan Newmeyer
Chief Compliance OfficerCRD 7333133
Contacts
2 of 2MATT 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 8Active vs passive
$2.5M in ETFs
100%
$2.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $479K | 19,362 | 19.38% |
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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