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Building 244 NORTH CAPITAL, LLC

Map pinBURLINGTON, VT
Phone802-300-0614
NotebookSEC #801-128572
Total AUM
$125.1M
Employees
3
Clients
438

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
431 PINE STREET
SUITE 114
BURLINGTON
VT 05401
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
802-300-0614
Other Offices
1

ReceiptFinancials

Total AUM
$125.1M
Accounts
438
Discretionary
$125.1M
Accounts
438
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
208
AUM
$25.6M
HNW Individual Clients
217
AUM
$96.4M
Pension/Profit Sharing Plan Clients
9
AUM
$1.1M
Corporation or Business Clients
4
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMAVT

HandshakeAffiliates

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

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