JACOBSEN CAPITAL MANAGEMENT

HTTP://WWW.JACOBSENCAPITAL.COM SALT LAKE CITY, UT Investment Advisor How do I update this listing?

Jacobsen Capital Management is based out of Salt Lake City. Jacobsen Capital Management is a large advisory firm with 85 clients and discretionary assets under management (AUM) of $245,245,716 (Form ADV from 2019-01-24). Their last reported 13F filing for Q2 2019 included $100,343,000 in managed 13F securities and a top 10 holdings concentration of 60.16%. Jacobsen Capital Management's largest holding is Vanguard Growth ETF with shares held of 98,638. Whalewisdom has at least 1 13F filings

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 1.48%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

JACOBSEN CAPITAL MANAGEMENT
101 SOUTH 200 EAST SUITE 524
SALT LAKE CITY UT    84111
Country: United States

Business Phone: 801.746.7171
Fax: 385.313.8631
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: UT
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 85
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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