Jacobson & Schmitt Advisors is an investment advisor in Middleton with $456.28 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204081798
SEC advisor number
801-66735
FINRA CRD number
140431
AUM ?
$364.35 mm
(as of 22 Sep 23)
Accounts
985
(as of 22 Sep 23)
Employees
12
(10 investment advisory or research)
Address
Jacobson & Schmitt Advisors
8333 GREENWAY BLVD
STE 330
MIDDLETON
WI 53562
8333 GREENWAY BLVD
STE 330
MIDDLETON
WI 53562
Phone
6084697361
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21