JACOBS & COMPANY, LLC
  • JACOBS & COMPANY, LLC
  • JACOBS & CO

Adviser Profile

As of Date 04/22/2026
Registration SEC, Approved, 09/01/1976
ADV Location SAN FRANCISCO, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 1,155,091,616 16%
of that, discretionary 1,155,091,616 16%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,427,802 6%
% High Net Worth 87.64% -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 990M 825M 660M 495M 330M 165M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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