Overview
Assets Under Management: $210 million
Headquarters: DRAPER, UT
High-Net-Worth Clients: 74
Average Client Assets: $1.7 million
Frequently Asked Questions
AILSA CAPITAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #136463), AILSA CAPITAL, INC. is subject to fiduciary duty under federal law.
AILSA CAPITAL, INC. is headquartered in DRAPER, UT.
AILSA CAPITAL, INC. serves 74 high-net-worth clients according to their SEC filing dated March 17, 2023. View client details ↓
According to their SEC Form ADV, AILSA CAPITAL, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
AILSA CAPITAL, INC. manages $210 million in client assets according to their SEC filing dated March 17, 2023.
According to their SEC Form ADV, AILSA CAPITAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.43%
Average Client Assets: $1.7 million
Total Client Accounts: 936
Discretionary Accounts: 936
Regulatory Filings
CRD Number: 136463
Filing ID: 1734014
Last Filing Date: 2023-03-17 12:58:00