1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2APPLIED CAPITAL

Map pin
Phone561-690-9955
NotebookSEC #801-122829
Total AUM
$157.4M
Employees
2
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
561-690-9955

ReceiptFinancials

Total AUM
$157.4M
Accounts
421
Discretionary
$157.4M
Accounts
421
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
188
AUM
$42.5M
HNW Individual Clients
76
AUM
$114.7M
Corporation or Business Clients
1
AUM
$205.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILMIOHTNTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account