RIA Intel›Advisers›New York›TREVOR STEWART BURTON & JACOBSEN INC

TREVOR STEWART BURTON & JACOBSEN INC

Advisory

N·NEW YORK, NY

Data as of Dec 26, 2018 · Source: SEC Form ADV

Total AUM

$91M

1-Year AUM Growth

-14.2%

3-Year CAGR

-23.4%

Employees

3

Assets Under Management

Total AUM$91M

Discretionary AUM$90M

Non-Discretionary AUM$1M

Discretionary %98.9%

Total Clients—

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record39

First FilingApr 26, 2001

Latest FilingDec 26, 2018

🔒 Full AUM trend chart and 39 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TREVOR STEWART BURTON & JACOBSEN INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.