Unclaimed Profile

Paul Alan Jacobs

PER STIRLING CAPITAL MANAGEMENT, LLC·AUSTIN, Texas

PER STIRLING CAPITAL MANAGEMENT, LLC

4800 BEE CAVES ROAD, AUSTIN, TX 78746CRD# 4997766Firm CRD# 151671

Profile Verification

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

Identity

Paul Alan Jacobs · AUSTIN, TX

Registration

CRD #4997766 · PER STIRLING CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Paul Alan Jacobs is a registered financial advisor based in AUSTIN, Texas, affiliated with PER STIRLING CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PER STIRLING CAPITAL MANAGEMENT, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PER STIRLING CAPITAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PROMOTER FEES

Regulatory

SEC/IARD CRD# 4997766

Firm CRD# 151671

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Alan Jacobs offer?

Paul Alan Jacobs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Paul Alan Jacobs's credentials?

Paul Alan Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Alan Jacobs located?

Paul Alan Jacobs is based in AUSTIN, Texas, working with PER STIRLING CAPITAL MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Paul Alan Jacobs charge for services?

Paul Alan Jacobs's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PER STIRLING CAPITAL MANAGEMENT, LLC?

PER STIRLING CAPITAL MANAGEMENT, LLC has approximately 29 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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