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JACOB WILLIAM, INC.
JACOB WILLIAM, INC.
JACOB WILLIAM ADVISORY
TIMONIUM, Maryland
·
2 registered advisors
·
CRD# 151468
SEC# 801-70594
410-821-6724
01
Firm Overview
AUM
$57M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at JACOB WILLIAM, INC.
2 registered advisors
Mark Jacob Ring
TIMONIUM, Maryland
CRD# 1620796
William Daniel Morrison
TIMONIUM, Maryland
CRD# 2254226
05
Office Locations
TIMONIUM, Maryland
2 advisors
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Data sourced from SEC Form ADV filings. JACOB WILLIAM, INC. (CRD# 151468) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.