JACOBSON & BREEN WEALTH MANAGEMENT, LLC
CRD #169401 SEC #801-78882 PETALUMA, CA (707) 595-6555
SEC Registered
Total AUM
$126M
Discretionary
$117M
Employees
5
Clients
11
Accounts
635
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2017 | $126M | $117M | $9M | 5 | 240 |
| Feb 2016 | $126M | $117M | $9M | 5 | 240 |
| Feb 2016 | $126M | $117M | $9M | 5 | 240 |
| Apr 2015 | $115M | $106.5M | $8.5M | 4 | 230 |
| Feb 2015 | $115M | $106.5M | $8.5M | 4 | 230 |
| May 2014 | $100.7M | $92.4M | $8.2M | 4 | 0 |
| May 2014 | $100.7M | $92.4M | $8.2M | 4 | 0 |
| Jan 2014 | $0 | $0 | $0 | 4 | 0 |
| Jan 2014 | $0 | $0 | $0 | 4 | 0 |
| Nov 2013 | $0 | $0 | $0 | 4 | 0 |
DateJan 2017
Total AUM$126M
Discretionary$117M
Non-Disc.$9M
Employees5
Clients240
DateFeb 2016
Total AUM$126M
Discretionary$117M
Non-Disc.$9M
Employees5
Clients240
DateFeb 2016
Total AUM$126M
Discretionary$117M
Non-Disc.$9M
Employees5
Clients240
DateApr 2015
Total AUM$115M
Discretionary$106.5M
Non-Disc.$8.5M
Employees4
Clients230
DateFeb 2015
Total AUM$115M
Discretionary$106.5M
Non-Disc.$8.5M
Employees4
Clients230
DateMay 2014
Total AUM$100.7M
Discretionary$92.4M
Non-Disc.$8.2M
Employees4
Clients0
DateMay 2014
Total AUM$100.7M
Discretionary$92.4M
Non-Disc.$8.2M
Employees4
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0