Trevor Stewart Burton & Jacobsen Inc.
Trevor Stewart Burton & Jacobsen Inc. (CRD# 110628) is a financial advisory firm headquartered in New York, NY. They manage $204,053,600 in 112 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management204MILLION
Total Number of Accounts112ACCOUNTS
Average Account Value$1,821,907
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients