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RIA · CRD 330264

Updated:

Jacobsma Financial

JACOBSMA FINANCIAL is a state-registered investment adviser with $91,689 in regulatory assets under management. The firm manages $87,168 on a discretionary...

Overview

JACOBSMA FINANCIAL is a state-registered investment adviser with $91,689 in regulatory assets under management. The firm manages $87,168 on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

What region or industry is associated with the Jacobsma name?

The surname Jacobsma is most concentrated in the Midwestern United States, particularly Iowa and Michigan, with Dutch-American heritage common among its bearers. No public records directly link the Jacobsma Financial entity to a specific city, operating business, or industry.

Does Jacobsma Financial invest in private equity or venture capital?

No SEC Form ADV, fund-close announcement, or direct-investment press release names Jacobsma Financial as a limited partner or co-investor. While it is possible the office allocates to private markets through separately managed accounts or intermediary vehicles, no public evidence supports this.

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