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 organized as an LLC and operating since 1976. The firm serves both individual and family clients as well as some institutional relationships, focusing on portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management. Jacobs & Company identifies as a single-owner, non–capital-allocating RIA and does not market itself as an ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 10Active vs passive
$3.2M in ETFs
100%
$3.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $536K | 19,362 | 16.69% |
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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