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Building 2AMERICAN CAPITAL ADVISORY, LLC

Map pinKETCHUM, ID
Phone208-710-8669
NotebookSEC #801-112853
Total AUM
$334.4M
Employees
7
Clients
384

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 NORTH WASHINGTON
SUITE 202
KETCHUM
ID 83340
United States
Operating Hours
7:30-3:30PM
Monday - Friday
Phone
208-710-8669
Other Offices
1

ReceiptFinancials

Total AUM
$334.4M
Accounts
867
Discretionary
$329.8M
Accounts
863
Non-Discretionary
$4.6M
Accounts
4

ContactClients

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Individual Clients
291
AUM
$65.8M
HNW Individual Clients
76
AUM
$237.4M
Pooled Vehicle Clients
1
AUM
$2.2M
Charitable Organization Clients
11
AUM
$26.3M
Corporation or Business Clients
5
AUM
$2.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAIDNYORVA

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

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