About Daniel J. Matola of JACOBUS WEALTH
Daniel J. Matola is Director, President, Chief Investment Officer at Jacobus Wealth Management Inc. and has been affiliated with Jacobus Wealth Management Inc. since October-2014.
Jacobus Wealth Management Inc. is an investment advisor that manages 885.3 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions. The managers's latest filing has disclosed 382MM in positions, which represents 43% of the manager's regulatory AUM.
For more on Jacobus Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Jacobus Wealth Management Inc. is an investment advisor that manages 885.3 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions. The managers's latest filing has disclosed 382MM in positions, which represents 43% of the manager's regulatory AUM.
For more on Jacobus Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
JACOBUS WEALTH StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.5%/yr
Co-workers of Daniel J. Matola at JACOBUS WEALTH
Name | Title | In Position Since |
---|
Richard G. Jacobus | Director, Chairman Emeritus, Treasurer | October-2014 |
Nicholas C. Wilson | Director, Managing Director | February-2012 |
Barbara J. Wells | Director, Secretary | February-2012 |
Robert R. Lapointe | Chief Compliance Officer, Managing Director | February-2012 |
Peter J. Bach | Director, Chairman, Chief Executive Officer | October-2014 |
M. D. Fritz | Executive Vice President, Director | November-2012 |
Fundamental & Technical Factor Exposure
Daniel J. Matola Office Address
2323 N.MAYFAIR ROAD,SUITE 240
MILWAUKEE, Wisconsin
UNITED STATES, 53226-1506
MILWAUKEE, Wisconsin
UNITED STATES, 53226-1506
Daniel J. Matola Contact Information
Phone Number: 414-475-6565
Fax Number: 414-475-0317
Website: http://www.jwmfamilyoffices.com
Fax Number: 414-475-0317
Website: http://www.jwmfamilyoffices.com
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