JACOBS & COMPANY, LLC

CRD 107674 · SEC 801-12012

595 MARKET STREET, SUITE 1330, SAN FRANCISCO, CA, 94105, United States

Phone

415-777-1617

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.16B

Discretionary AUM

$1.16B

Team

5 total employees; 3 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	23	$8.2M
High net worth individuals	227	$1.12B
Pension/profit sharing plans	9	$24.3M

AZ, CA, CO, NY, WA, FL

Official SEC filing: View on IAPD