Overview
Assets Under Management: $97 million
Headquarters: WILTON, CT
High-Net-Worth Clients: 69
Average Client Assets: $1.4 million
Frequently Asked Questions
FALCON CAPITAL MANAGEMENT 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 #108124), FALCON CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
FALCON CAPITAL MANAGEMENT INC is headquartered in WILTON, CT.
FALCON CAPITAL MANAGEMENT INC serves 69 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, FALCON CAPITAL MANAGEMENT INC offers financial planning and portfolio management for individuals. View all service details ↓
FALCON CAPITAL MANAGEMENT INC manages $97 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, FALCON CAPITAL MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.73%
Average Client Assets: $1.4 million
Total Client Accounts: 89
Discretionary Accounts: 85
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 108124
Filing ID: 1841768
Last Filing Date: 2024-03-13 12:20:00