Overview
Assets Under Management: $562 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 24
Average Client Assets: $2.6 million
Frequently Asked Questions
STRATEGIES CAPITAL MANAGEMENT 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 #114035), STRATEGIES CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
STRATEGIES CAPITAL MANAGEMENT is headquartered in DENVER, CO.
STRATEGIES CAPITAL MANAGEMENT serves 24 high-net-worth clients according to their SEC filing dated August 17, 2018. View client details ↓
According to their SEC Form ADV, STRATEGIES CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
STRATEGIES CAPITAL MANAGEMENT manages $562 million in client assets according to their SEC filing dated August 17, 2018.
According to their SEC Form ADV, STRATEGIES CAPITAL MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.15%
Average Client Assets: $2.6 million
Total Client Accounts: 40
Discretionary Accounts: 25
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 114035
Filing ID: 1235331
Last Filing Date: 2018-08-17 12:00:00