JACOBSON & SCHMITT Overview
Jacobson & Schmitt Advisors Llc is an investment advisor that manages 144.7 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/20. The fund's latest filing disclosed 177MM in positions, representing 122% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/20. The fund's latest filing disclosed 177MM in positions, representing 122% of the manager's regulatory AUM.
JACOBSON & SCHMITT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JACOBSON & SCHMITT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IUSB | 6.33% | ETF | 2.97% | -0.19% | 0 | 1% | ||
| AMZN | 5.28% | Cons. Disc. | 23.15% | -0.18% | 0 | 44% | ||
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FEATURED IN
JACOBSON & SCHMITT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Milton A. Jacobson | Member And Investment Adviser Representative | April-2006 |
| Jason N. Schmitt | Member,Chief Compliance Officer And Investment Adviser Representative | April-2006 |
| Richard J. Vanden Boogard | Member, Investment Advisor Represenative | December-2014 |
JACOBSON & SCHMITT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
JACOBSON & SCHMITT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss....................................................... 5
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JACOBSON & SCHMITT Portfolio Concentration
JACOBSON & SCHMITT Location
725 HEARTLAND TRAIL STE 201
MADISON, Wisconsin
UNITED STATES, 53717
MADISON, Wisconsin
UNITED STATES, 53717
JACOBSON & SCHMITT Contact Information
Phone Number: 608-662-7500
Fax Number: 608-662-7518
Website: https://www.jandsadvisors.com
Fax Number: 608-662-7518
Website: https://www.jandsadvisors.com
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