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Building 2FALCON CAPITAL MANAGEMENT INC

Map pinWILTON, CT
Phone203-834-1404
NotebookSEC #801-113383
Total AUM
$97.2M
Employees
3
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 DANBURY ROAD
WILTON
CT 06897
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
203-834-1404

ReceiptFinancials

Total AUM
$97.2M
Accounts
89
Discretionary
$95.2M
Accounts
85
Non-Discretionary
$2M
Accounts
4

ContactClients

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Individual Clients
19
AUM
$3.2M
HNW Individual Clients
69
AUM
$94M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNYTX

HandshakeAffiliates

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

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