COBEY JACOBSON & GORDON INC
CRD #113261 SEC #801-19890 PASADENA, CA 626-584-3000
SEC Registered
Total AUM
$99.4M
Discretionary
$99.4M
Employees
1
Clients
0
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $99.4M | $99.4M | $0 | 1 | 13 |
| Mar 2021 | $101.6M | $101.6M | $0 | 1 | 13 |
| Apr 2020 | $104.4M | $104.4M | $0 | 1 | 14 |
| Mar 2019 | $102.6M | $102.6M | $0 | 1 | 0 |
| Mar 2018 | $110.2M | $110.2M | $0 | 1 | 0 |
| Apr 2017 | $105.3M | $105.3M | $0 | 2 | 11 |
| Apr 2016 | $102.9M | $76.1M | $26.7M | 2 | 11 |
| Apr 2015 | $134.6M | $107.8M | $26.8M | 2 | 11 |
| Apr 2014 | $108M | $108M | $0 | 2 | 11 |
| Jul 2013 | $106.5M | $106.5M | $0 | 2 | 11 |
| Apr 2012 | $157.5M | $157.5M | $0 | 1 | 11 |
| Mar 2007 | $85M | $85M | $0 | 5 | -- |
| Sep 2005 | $83.3M | $83.3M | $0 | 5 | -- |
| Jul 2004 | $65.7M | $65.7M | $0 | 5 | -- |
| Sep 2001 | $27.9M | $27.9M | $0 | 5 | -- |
DateMar 2022
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees1
Clients13
DateMar 2021
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees1
Clients13
DateApr 2020
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees1
Clients14
DateMar 2019
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees1
Clients0
DateApr 2017
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees2
Clients11
DateApr 2016
Total AUM$102.9M
Discretionary$76.1M
Non-Disc.$26.7M
Employees2
Clients11
DateApr 2015
Total AUM$134.6M
Discretionary$107.8M
Non-Disc.$26.8M
Employees2
Clients11
DateApr 2014
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees2
Clients11
DateJul 2013
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees2
Clients11
DateApr 2012
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees1
Clients11
DateMar 2007
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$65.7M
Discretionary$65.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2001
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees5
Clients--