Cobey Jacobson & Gordon Inc (Pasadena)

Cobey Jacobson & Gordon Inc is a large advisory firm based in Pasadena. It manages $102.56 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001.

Cobey Jacobson & Gordon provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cobey Jacobson & Gordon: assets under management

The assets under management (AUM) of Cobey Jacobson & Gordon Inc is $102.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 268% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $102.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.84 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cobey Jacobson & Gordon Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Herbert Todd Cobey serves?

The only and largest group of clients of Herbert Todd Cobey is high net worth individuals with 15 clients and $102.56 million of assets under management. Among the 8 most similar advisory firms, Cobey Jacobson & Gordon has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $102.56 million for 15 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Cobey Jacobson & Gordon doesn't advise any private funds.

Careers at Cobey Jacobson & Gordon Inc

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Herbert Todd Cobey	President/chief compliance officer	1 Aug 1983	75% - 100%	49240

Based in Pasadena

The principal office where Cobey Jacobson & Gordon Inc performs its advisory services is located at 30 North Raymond Avenue, Pasadena, CA 91103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 626-584-3000 or by fax 626-584-3002. The normal business hours are 9:00 am 5:00pm on Monday - Friday.