Jakob Holm, financial advisor Denver CO
90 score

Jakob Holm

CRD Number: 4584032
Current Firm: Bullseye Asset Management LLC

Jakob Holm (CRD# 4584032) is an Investment Advisor Representative working at Bullseye Asset Management LLC in Denver, CO and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Blue Viking Capital Management LLC Denver, CO Apr 2010 - Current 6
Travel Denver, CO Apr 2009 - Mar 2010 < 1
Perkins Investment Management Chicago, IL Jan 2009 - Mar 2009 < 1
Janus Capital Management Denver, CO Jun 2005 - Dec 2008 3

Jakob Holm has no recent exams reported.
Contact Info for Jakob V. Holm
Phone Number: 720 545 9988
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $14,980,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CO

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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