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Tristan L Jacobi

Managing PartnerCwm Advisory, LLCCRD 7027883

About Tristan L Jacobi

Tristan L Jacobi is listed as Managing Partner at Cwm Advisory, LLC in Ocean Pines, MD. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Cwm Advisory, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Tristan L Jacobi work?

Tristan L Jacobi is listed as Managing Partner at Cwm Advisory, LLC on SEC Form ADV.

How much of Cwm Advisory, LLC does Tristan L Jacobi own?

Form ADV reports a beneficial ownership band of 10-25%.

Cwm Advisory, LLC

TitleManaging Partner
Ownership10-25%
Control personYes
Since2024