Overview
Assets Under Management: $146 million
Headquarters: AMHERST, MA
High-Net-Worth Clients: 50
Average Client Assets: $1.9 million
Frequently Asked Questions
STAKEHOLDERS CAPITAL 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 #148469), STAKEHOLDERS CAPITAL is subject to fiduciary duty under federal law.
STAKEHOLDERS CAPITAL is headquartered in AMHERST, MA.
STAKEHOLDERS CAPITAL serves 50 high-net-worth clients according to their SEC filing dated March 23, 2023. View client details ↓
According to their SEC Form ADV, STAKEHOLDERS CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
STAKEHOLDERS CAPITAL manages $146 million in client assets according to their SEC filing dated March 23, 2023.
According to their SEC Form ADV, STAKEHOLDERS CAPITAL serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.17%
Average Client Assets: $1.9 million
Total Client Accounts: 620
Discretionary Accounts: 604
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 148469
Filing ID: 1728548
Last Filing Date: 2023-03-23 11:26:00