Jacobi Capital Management is an investment advisor in Pittston with $1.41 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262934519
SEC advisor number
801-69398
FINRA CRD number
147663
AUM ?
$1.69 bn
(as of 5 Apr 24)
Accounts
5,591
(as of 5 Apr 24)
Employees
24
(24 investment advisory or research)
Address
Jacobi Capital Management
620 BALTIMORE DRIVE
WILKES BARRE
PA 18702
620 BALTIMORE DRIVE
WILKES BARRE
PA 18702
Phone
5708261801
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22