Unclaimed Profile

Robert Scott Jakacki

KUDU INVESTMENT HOLDINGS, LLC·NEW YORK, New York

Clean recordKUDU INVESTMENT HOLDINGS, LLC

505 FIFTH AVE., 23RD FLOOR, NEW YORK, NY 10017CRD# 2223676Firm CRD# 174350

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Scott Jakacki · NEW YORK, NY

Registration

CRD #2223676 · KUDU INVESTMENT HOLDINGS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Scott Jakacki is a registered financial advisor based in NEW YORK, New York, affiliated with KUDU INVESTMENT HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

KUDU INVESTMENT HOLDINGS, LLC

AUM

$890M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KUDU INVESTMENT HOLDINGS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2223676

Firm CRD# 174350

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Frequently Asked Questions

What services does Robert Scott Jakacki offer?

Robert Scott Jakacki specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Robert Scott Jakacki's credentials?

Robert Scott Jakacki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Scott Jakacki located?

Robert Scott Jakacki is based in NEW YORK, New York, working with KUDU INVESTMENT HOLDINGS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Robert Scott Jakacki charge for services?

Robert Scott Jakacki's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KUDU INVESTMENT HOLDINGS, LLC?

KUDU INVESTMENT HOLDINGS, LLC has approximately 16 employees and manages $890M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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