Jacobi Capital Management, LLC, a Registered Investment Adviser
Financial Services • 
Pittston Township, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 154 Enterprise Way, Pittston, PA 18640, US |
| Phone number | +15708261801 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Business Succession, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Tax Reduction Strategies |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
Key Contact at Jacobi Capital Management, LLC, a Registered Investment Adviser
Rod Azar
Managing Director, Portfolio Manager
Jacobi Capital Management, LLC, a Registered Investment Adviser Email Formats
Jacobi Capital Management, LLC, a Registered Investment Adviser uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Jacobi Capital Management, LLC, a Registered Investment Adviser
Jacobi Capital Management provides independent investment advice and proprietary investment management services to individuals (including high net worth individuals), partnerships, corporations, non-profit organizations, pensions and retirement plans, trusts, and estates. Our mission is to help you achieve and maintain a better financial future by following The Jacobi Method™. First, we help you to envision your financial goals and imagine yourself at the finish line. Then, we help you think backwards through a maze of problems, mistakes and pitfalls which might prevent you from reaching that finish line. After this inverted perspective comes into focus, we like to say, "Now, you're ready to begin." As a Registered Investment Adviser, we always act as a fiduciary with the golden rule encompassing the philosophy and foundation of our business. We actively seek to deliver you the same advice, investment management and education that we deliver to ourselves and our own families. Within our investment management business, we employ a multi-disciplinary approach rooted in behavioral economics, psychology, finance, engineering and sociology. And we can provide you with customized financial planning and solutions within the areas of retirement planning, estate planning and business succession.
Jacobi Capital Management, LLC, a Registered Investment Adviser revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Jacobi Capital Management, LLC, a Registered Investment Adviser has 6 employees across 3 departments.
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Number of employees
Funding Data
Jacobi Capital Management, LLC, a Registered Investment Adviser has never raised funding before.
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