Samuel
Jacobs
Lion Street Advisors, LLC
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About this Advisor
Samuel Jacobs is a financial advisor based in Philadelphia, Pennsylvania, working with Lion Street Advisors, LLC. Samuel has previously held positions at Manor House Capital LLC, Manor House Capital Insurance Services, LLC, Lion Street, Inc, Lion Street Financial, and Arthur J Gallagher. Samuel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Pennsylvania. Currently, Samuel is part of Lion Street Advisors, LLC, which operates out of Philadelphia, Pennsylvania. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lion Street Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$2,341,977,930
156
7,526
$311,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Samuel Jacobs Work History
Arthur J Gallagher
Lion Street, Inc
Lion Street Financial
Manor House Capital Insurance Services, LLC
Manor House Capital LLC
Disclosures
Please visit the SEC profile of Samuel Jacobs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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