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 09/30/16. The fund's latest filing disclosed 343MM in positions, representing 39% of the manager's regulatory AUM.

JACOBUS WEALTH StockAlpha

-2.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

JACOBUS WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 5.01% ETF 4.09% 0% 0 29%
JPM 4.19% Financials 28.76% 0.11% 0 35%
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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

JACOBUS WEALTH Contact Information

Phone Number: 414-475-6565
Fax Number: 414-475-0317
Website:

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