Trester Jeffrey Jacob (Great Neck)


Trester Jeffrey Jacob is a large advisory firm based in Great Neck. It manages $38.98 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001.

Trester Jeffrey Ja 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.

Trester Jeffrey Ja: assets under management

The assets under management (AUM) of Trester Jeffrey Jacob is $38.98 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $31.89 million in discretionary accounts and $7.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.97 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $443.25 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trester Jeffrey Jacob for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Great Neck

The principal office where Trester Jeffrey Jacob performs its advisory services is located at 107 Baker Hill Road, Great Neck, NY 11023, 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 516-466-2035. The normal business hours are 9 am - 5 pm on Monday - Friday.

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