Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,930 clients
Average Client Portfolio
$169K average
Assets Under Management
$326.6M

Fee Structure

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Location

115 Broadway, 5th Floor, New York, NY, 10006

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jakub buys and sells used items on eBay as the owner of Imagoansa. This non-investment related activity takes minimal time.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2025 - Present · 6 mos
Previous Registrations
Compound Planning, INC.
November 2024 - August 2025 · 9 mos
Texas Capital Bank Private Wealth Advisors
June 2022 - September 2024 · 2 yrs 3 mos
Fisher Investments
July 2013 - February 2022 · 8 yrs 7 mos
Chase Investment Services CORP.
May 2010 - September 2011 · 1 yr 4 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.
Jakub Kubrak - Financial Advisor | TrueAdvisor