Sy Jacobs Cfp LLC
Sy Jacobs Cfp LLC (CRD# 289767) is a financial advisory firm headquartered in Downers Grove, IL. They manage $24,026,280 in 109 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sy Jacobs Cfp LLC
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts109ACCOUNTS
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Average Account Value$220,425
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Sy Jacobs Cfp LLC
No Advisor Found.
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