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
| Title | Managing Partner |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2024 |