Overview
Assets Under Management: $121 million
Headquarters: WEST NEWTON, MA
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
RIGHTHAND CAPITAL, 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 #307517), RIGHTHAND CAPITAL, LLC is subject to fiduciary duty under federal law.
RIGHTHAND CAPITAL, LLC is headquartered in WEST NEWTON, MA.
RIGHTHAND CAPITAL, LLC serves 74 high-net-worth clients according to their SEC filing dated November 14, 2024. View client details ↓
According to their SEC Form ADV, RIGHTHAND CAPITAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
RIGHTHAND CAPITAL, LLC manages $121 million in client assets according to their SEC filing dated November 14, 2024.
According to their SEC Form ADV, RIGHTHAND CAPITAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 175
Discretionary Accounts: 175
Regulatory Filings
CRD Number: 307517
Last Filing Date: 2024-11-14 00:00:00
Website: https://righthandcapital.com