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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Dean Jacobson Financial Services LLC
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|---|---|
| CRD # | 115879 |
| SEC # | 801-77262 |
| CIK # | 0001869456 |
| AUM | $467.3 M (2025-03-14) |
| Employees | 6 (100% Investors, 83% Brokers) |
| Phone | 817-335-3214 |
| Address | 3112 W 4th St Fort Worth, TX 76107 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Texas Pacific Land Corp | 0.9 | ||
| Apple Inc | 0.4 | ||
| Exxon Mobil Corp | 0.3 | ||
| FS Credit Opportunities Corp | 0.3 | ||
| Agnico Eagle Mines Ltd | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Wal Mart Stores Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 353 | 123.7 |
| (b) Individuals (high net worth individuals) | 157 | 260.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 10.1 |
| (h) Charitable organizations | 14 | 40.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 33.3 |
| (n) Other | 0 | 0.0 |
| Total | 859 | 467.3 |
| By Discretionary | ||
| Discretionary | 859 | 467.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 859 | 467.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 467.3 | |
| Total | 859 | 467.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001869456] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Gravity Asset Management Inc
✚
|
TX | 0.5 |
|
Cruden Bay Investment Management LLC
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|
CA | 0.5 |
|
Financial Gravity Family Office Services LLC
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|
TX | 0.5 |
|
Prentice Wealth Management LLC
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|
NY | 0.5 |
|
Intergy Private Wealth LLC
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|
CO | 0.5 |
|
Uhler Vertich White Advisors LLC
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|
FL | 0.5 |
|
Benefit Fiduciary Group LLC
✚
|
VA | 0.5 |
|
Headwater Investment Consulting Inc
✚
|
OR | 0.5 |
|
Conifer Investments Ltd
✚
|
CT | 0.5 |
|
Kercheville Advisors LLC
✚
|
TX | 0.5 |