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Building 2DOUGLAS CAPITAL MANAGEMENT INC

Map pinJACKSONVILLE, FL
Phone904-285-7866
NotebookSEC #801-10647
Total AUM
$295.2M
Employees
4
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4230 PABLO PROFESSIONAL COURT
SUITE 208
JACKSONVILLE
FL 32224
United States
Operating Hours
9:00-4:30
Monday - Friday
Phone
904-285-7866

ReceiptFinancials

Total AUM
$295.2M
Accounts
279
Discretionary
$295.2M
Accounts
279
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
89
AUM
$18.1M
HNW Individual Clients
19
AUM
$41.9M
Pension/Profit Sharing Plan Clients
3
AUM
$1.3M
Corporation or Business Clients
1
AUM
$233.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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