JACOBS, ALAN, MARTIN
JACOBS, ALAN, MARTIN of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 127761). Regulatory assets under management: $19.5M.
Registration
- CRD: 127761
- SEC file number: 801-69273
- Type: Registered investment adviser
- Location: 3717 EAST THOUSAND OAKS BLVD.,, SUITE 262, WESTLAKE VILLAGE, CA, 91362
- Phone: 805-413-1144
- Latest filing: 2008-11-07
- Regulatory AUM: $19.5M
- Discretionary AUM: $8.1M
- Non-discretionary AUM: $11.3M
- Clients: 1
- Accounts: 193
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| JACOBS ALAN M | CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
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