Overview
Assets Under Management: $7.4 billion
Headquarters: ARLINGTON, VA
High-Net-Worth Clients: 659
Average Client Assets: $1.8 million
Frequently Asked Questions
E*TRADE CAPITAL MANAGEMENT, LLC 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 #42159), E*TRADE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
E*TRADE CAPITAL MANAGEMENT, LLC is headquartered in ARLINGTON, VA.
E*TRADE CAPITAL MANAGEMENT, LLC serves 659 high-net-worth clients according to their SEC filing dated August 21, 2023. View client details ↓
According to their SEC Form ADV, E*TRADE CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
E*TRADE CAPITAL MANAGEMENT, LLC manages $7.4 billion in client assets according to their SEC filing dated August 21, 2023.
According to their SEC Form ADV, E*TRADE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 659
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.15%
Average Client Assets: $1.8 million
Total Client Accounts: 90,806
Discretionary Accounts: 90,806
Regulatory Filings
CRD Number: 42159
Filing ID: 1781357
Last Filing Date: 2023-08-21 12:42:00