JACOBI CAPITAL MANAGEMENT, LLC - Financial Advisor in Pennsylvania, Pittston

Tel: 570-826-1801 154 Enterprise Way Pittston, Pennsylvania 18640

About JACOBI CAPITAL MANAGEMENT, LLC

JACOBI CAPITAL MANAGEMENT, LLC is a Pittston, Pennsylvania based financial advisory firm with nearly $1,692,446,290 in assets under management and provides investment advisory services for 5591 clients. There are currently 24 financial advisors at the firm.

General Information

Firm CRD#:

147663

Firm SEC#:

801-69398

Assets Under Management:

$1,692,446,290

No. of Clients:

5591

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Pennsylvania, Pittston

FirmCRD#:299522

SEC#:801-117113

No. of Advisors:4

No. of Clients:612

AUM:$126,539,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

GOLDEN WEALTH MANAGEMENT

299522

801-117113

612

$126,539,000

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