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Amy Jacobsen

JACOBSEN CAPITAL MANAGEMENT, LLC·SALT LAKE CITY, Utah
Unclaimed Profile
101 SOUTH 200 EAST, SALT LAKE CITY, UT 84111CRD# 6430489Firm CRD# 116085
01

About

Amy Jacobsen is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with JACOBSEN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JACOBSEN CAPITAL MANAGEMENT, LLC
JACOBSEN CAPITAL MANAGEMENT
AUM
$428M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at JACOBSEN CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6430489
Firm CRD# 116085
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Jacobsen offer?
Amy Jacobsen specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Amy Jacobsen's credentials?
Amy Jacobsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Jacobsen located?
Amy Jacobsen is based in SALT LAKE CITY, Utah, working with JACOBSEN CAPITAL MANAGEMENT, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Amy Jacobsen charge for services?
Amy Jacobsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACOBSEN CAPITAL MANAGEMENT, LLC?
JACOBSEN CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $428M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
LEHI GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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