JACOBSEN CAPITAL MANAGEMENT is a Salt Lake City, Utah based financial advisory firm with nearly $380,840,506 in assets under management and provides investment advisory services for 354 clients. There are currently 3 financial advisors at the firm.
General Information |
| Firm CRD#: | 116085 | |
| SEC#: | 801-63010 | |
| Assets under Management: | $380,840,506 | |
| No. of Clients: | 354 | |
| No. of Advisors: | 3 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| NAVIGATE PRIVATE WEALTH, LLC | 170774 | 801-79648 | 2024 | 16 | $459,881,234 |
| ASCEND INVESTMENT PARTNERS | 307667 | 801-118514 | 1626 | 9 | $493,388,105 |
| ADAMS WEALTH ADVISORS | 286087 | 801-110862 | 1456 | 20 | $473,261,221 |
| LONE PEAK ADVISERS | 296772 | 801-113427 | 797 | 10 | $148,039,344 |
| FINANCIAL NETWORK WEALTH MANAGEMENT LLC | 308991 | 801-119044 | 698 | 5 | $231,417,206 |
| COTTONWOOD WEALTH STRATEGIES, LLC | 311272 | 801-119782 | 661 | 5 | $230,715,552 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 318842 | 801-123661 | 343 | 4 | $140,873,863 |
| ASHWORTH WEALTH, LLC | 116950 | 801-111875 | 299 | 6 | $261,330,563 |
| WEBER GLOBAL MANAGEMENT, INC | 290134 | 801-119042 | 286 | 2 | $116,617,688 |
| SOLIDARITY WEALTH, LLC | 315843 | 801-122536 | 218 | 7 | $250,763,185 |
| SUNDANCE BAY | 301868 | 801-118520 | 8 | 61 | $718,024,835 |
| DECATHLON CAPITAL MANAGEMENT II, LLC | 175030 | 801-108317 | 5 | 12 | $400,062,285 |
| SEVEN CANYONS ADVISORS, LLC | 290334 | 801-112404 | 3 | 7 | $314,185,701 |
| SG TRADING SOLUTIONS, LLC | 322928 | 801-126459 | 2 | 5 | $100,000,000 |
| UTAH PEAKS CAPITAL | 318446 | 801-123387 | 1 | 9 | $300,000,000 |
| STRATEGIC ADVOCATES, LLC | 316858 | 801-126262 | 0 | 3 | $0 |