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Kirby Don Jacobson

Managing Principal And Chief Investment OfficerAstoria Strategic Wealth, Inc.CRD 5631324

About Kirby Don Jacobson

Kirby Don Jacobson is listed as Managing Principal And Chief Investment Officer at Astoria Strategic Wealth, Inc.. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Astoria Strategic Wealth, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kirby Don Jacobson work?

Kirby Don Jacobson is listed as Managing Principal And Chief Investment Officer at Astoria Strategic Wealth, Inc. on SEC Form ADV.

How much of Astoria Strategic Wealth, Inc. does Kirby Don Jacobson own?

Form ADV reports a beneficial ownership band of 25-50%.

Astoria Strategic Wealth, Inc.

TitleManaging Principal And Chief Investment Officer
Ownership25-50%
Control personYes
Since2022