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Building 2CLIENT FIRST CAPITAL, LLC

Map pin
Phone800-310-2828
NotebookSEC #801-114955
Total AUM
$269.7M
Employees
4
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-5PM
Monday - Friday
Phone
800-310-2828

ReceiptFinancials

Total AUM
$269.7M
Accounts
64
Discretionary
$259.7M
Accounts
63
Non-Discretionary
$10M
Accounts
1

ContactClients

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Individual Clients
9
AUM
$3M
HNW Individual Clients
64
AUM
$266.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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

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