Overview
Assets Under Management: $170 million
Headquarters: MENLO PARK, CA
High-Net-Worth Clients: 52
Average Client Assets: $3.1 million
Frequently Asked Questions
INVESTOR'S 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 #141060), INVESTOR'S CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
INVESTOR'S CAPITAL MANAGEMENT, LLC is headquartered in MENLO PARK, CA.
INVESTOR'S CAPITAL MANAGEMENT, LLC serves 52 high-net-worth clients according to their SEC filing dated May 30, 2023. View client details ↓
According to their SEC Form ADV, INVESTOR'S CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
INVESTOR'S CAPITAL MANAGEMENT, LLC manages $170 million in client assets according to their SEC filing dated May 30, 2023.
According to their SEC Form ADV, INVESTOR'S CAPITAL MANAGEMENT, LLC 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: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.51%
Average Client Assets: $3.1 million
Total Client Accounts: 421
Discretionary Accounts: 418
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 141060
Filing ID: 1764457
Last Filing Date: 2023-05-30 12:12:00