JACOB WILLIAM, INC.
Legal name: JACOB WILLIAM ADVISORY
CRD #151468 SEC #801-70594 TIMONIUM, MD 410-821-6724
SEC Registered
Total AUM
$56.7M
Discretionary
$56.7M
Employees
1
Clients
11
Accounts
452
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $56.7M | $56.7M | $0 | 1 | 235 |
| Mar 2012 | $56.7M | $56.7M | $0 | 1 | 235 |
| Jan 2012 | $56.7M | $56.7M | $0 | 1 | 235 |
| Oct 2009 | $28.8M | $28.8M | $0 | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2012
Total AUM$56.7M
Discretionary$56.7M
Non-Disc.$0
Employees1
Clients235
DateMar 2012
Total AUM$56.7M
Discretionary$56.7M
Non-Disc.$0
Employees1
Clients235
DateJan 2012
Total AUM$56.7M
Discretionary$56.7M
Non-Disc.$0
Employees1
Clients235
DateOct 2009
Total AUM$28.8M
Discretionary$28.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--