JACOBUS WEALTH Overview
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 manager's has disclosed holdings from 12/31/09 to 03/31/17. The fund's latest filing disclosed 357MM in positions, representing 40% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/17. The fund's latest filing disclosed 357MM in positions, representing 40% of the manager's regulatory AUM.
JACOBUS WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JACOBUS WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JPM | 5.33% | Financials | 5.09% | -0.05% | 0 | 38% | ||
| SPY | 5.16% | ETF | 5.21% | 0% | 0 | 26% | ||
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FEATURED IN
JACOBUS WEALTH Founders and Key Employees
| 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 |
| Daniel J. Matola | Director, President, Chief Investment Officer | October-2014 |
| M. D. Fritz | Executive Vice President, Director | November-2012 |
JACOBUS WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
JACOBUS WEALTH Investment Strategy
JACOBUS WEALTH Portfolio Concentration
JACOBUS WEALTH Location
2323 N.MAYFAIR ROAD,SUITE 240
MILWAUKEE, Wisconsin
UNITED STATES, 53226-1506
MILWAUKEE, Wisconsin
UNITED STATES, 53226-1506
JACOBUS WEALTH 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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