|
⚲
|
| Keyboard |
| Dean Jacobson Financial Services LLC
✚
|
|
|---|---|
| CRD # | 115879 |
| SEC # | 801-77262 |
| CIK # | 0001869456 |
| AUM | 519.4 M (2026-03-23) |
| Employees | 8 (88% Investors, 75% Brokers) |
| Phone | 817-335-3214 |
| Address | 3112 W 4th St Fort Worth, TX 76107 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.5 | ||
| Agnico Eagle Mines Ltd | 0.3 | ||
| Wal Mart Stores Inc | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| FS Credit Opportunities Corp | 0.2 | ||
| Fifth Wall Acquisition Corp I | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 362 | 126.5 |
| (b) Individuals (high net worth individuals) | 170 | 301.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 6.8 |
| (h) Charitable organizations | 15 | 46.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 37.6 |
| (n) Other | 0 | 0.0 |
| Total | 917 | 519.4 |
| By Discretionary | ||
| Discretionary | 917 | 519.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 917 | 519.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 519.4 | |
| Total | 917 | 519.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001869456] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Andrew Garrett Inc
✚
|
NY | 521.3 M |
|
Fiduciary Advisors LLC
✚
|
UT | 520.2 M |
|
NorthStar Financial Companies Inc
✚
|
PA | 519.0 M |
|
Independent Wealth Network Inc
✚
|
IA | 518.4 M |
|
Parkshore Wealth Management
✚
|
CA | 517.9 M |
|
BGM Wealth Partners LLC
✚
|
MN | 517.5 M |
|
Alliance Wealth Management Group LLC
✚
|
NJ | 517.4 M |
|
Fiat Wealth Management LLC
✚
|
MN | 517.4 M |
|
Nest Egg ETFS LLC
✚
|
CA | 517.3 M |
|
Chelsea Counsel Company
✚
|
CA | 517.0 M |