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
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
2
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
MH
Michael HirthlerPresident & Chief Investment Officer
Company Profile Activity
Activity Insights
Jacobi Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Jacobi Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jacobi Capital Management.
Jacobi Capital Management financials insights
Gather financial insights about Jacobi Capital Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$140K
Jacobi Capital Management Tech Stack
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Facilities Relocation / Expansion
Jacobi Capital Management is planning to move its offices in January 2022. The move will impact approximately 10 employees at their existing office located at 620 Baltimore Dr, Suite # 400, Wilkes-Barre, PA.
Facilities Relocation/Expansion
Funding
Jacobi Capital Management has received an SBA PPP loan in the amount of $140,000 from ESSA Bank & Trust resulting in the retention of 9 jobs.
Funding
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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
