Jakob
Holm

Bullseye Asset Management LLC

CRD#4584032
Investment Advisor
in Denver, CO

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About this Advisor

Jakob Holm is a chartered financial analyst based out of Denver, Colorado with a total of 13 years of relevant experience. Holm is currently employed by Bullseye Asset Management LLC. They have been employed by Bullseye Asset Management Llc for all of their career. Holm is approved to serve investors in Colorado. Bullseye Asset Management LLC is a registered investment business based in Denver, CO. It has $185 million in total assets among its four client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The company has a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees usually vary depending on which service is offered. However, fee types charged by Bullseye Asset Management LLC most likely are comprised of any combination of asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4643 S Ulster Street 8Th Floor
Denver, CO 80237

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Bullseye Asset Management LLC Brokerage Details

Total Assets Under Management

$184,984,548

CO Average: $2,349,664,866
Total Number of Employees

2

CO Average: 28
Total Number of Accounts

4

CO Average: 1,101
Average Account Size

$46,246,137

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jakob Holm Work History

Jakob has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Blue Viking Capital Management LLC

*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 Jakob Holm 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 Bullseye Asset Management LLC

Jakob Holm
Denver, CO
William Bales
Denver, CO

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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