Jacobi Capital Management
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
1055 Westlakes Dr Ste 135, Berwyn, Penns...Phone Number
(610) 722-5948Website
www.jacobicapital.comRevenue
<$5 MillionIndustry
About Jacobi Capital Management
Jacobi Capital Management, LLC provides financial planning and investment management services tailored to the unique needs of individuals, families, and business owners. The firm emphasizes a multidisciplinary approach to financial advising, inspired by the teachings of mathematician Carl Gustav Jacobi, focusing on analyzing clients' goals and potential risks. With a team of experienced wealth advisors, Jacobi Capital aims to empower clients to achieve their financial aspirations through personalized strategies. The firm is committed to community involvement and has received recognition for its quality of practice and philanthropic efforts.Explore more
Jacobi Capital Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Jacobi Capital Management
<$5M
11-50
Private
<$5M
2008
RM
Robin MacKellarPresident & Chief Investment Officer
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Jacobi Capital Management, LLC provides financial planning and investment management services tailored to the unique needs of individuals, families, and business owners. The firm emphasizes a multidisciplinary approach to financial advising, inspired by the teachings of mathematician Carl Gustav Jacobi, focusing on analyzing clients' goals and pote... Read More
