Jacob
Turbow
Taylor Frigon Capital Management LLC
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About this Advisor
Jacob Turbow is a financial advisor based in Scottsdale, Arizona who has 3 years of industry experience. Turbow works at Taylor Frigon Capital Management LLC. Over the course of their career, Turbow has held roles at Mesirow Financial, Glenn Burdette, Cal Poly University Store, Ciopinot Seafood Grille, California Polytechnic State University - San Luis Obispo, Glen Burdette, Lavaseats, Taylor Frigon Capital Management and Taylor Frigon Family Office. Turbow holds a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in California. Taylor Frigon Capital Management LLC is a company that has its headquarters in Scottsdale, AZ. It has offices in three locations and a total of 13 financial advisors. It manages $265 million in assets under management among its 132 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 132 client accounts, 88% are held by high-net-worth clients who have greater than $1 million in assets. Taylor Frigon Capital Management LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services vary depending on which services are provided. However, fees billed by Taylor Frigon Capital Management LLC most likely are comprised of some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Taylor Frigon Capital Management LLC Brokerage Details
$264,461,225
13
132
$2,003,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jacob Turbow Work History
Jacob has been registered as a financial advisor for 3 years.*
Taylor Frigon Family Office
Taylor Frigon Capital Management
Lavaseats
Glen Burdette
Mesirow Financial
Glenn Burdette
Mesirow Financial
Ciopinot Seafood Grille
Cal Poly University Store
California Polytechnic State University - San Luis Obispo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Turbow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Taylor Frigon Capital Management LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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