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Building 2FOGEL CAPITAL MANAGEMENT INC

Map pinSTUART, FL
Phone772-223-9686
NotebookSEC #801-49135
Total AUM
$436.7M
Employees
11
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
453 RIVERSIDE DRIVE
STUART
FL 34994
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
772-223-9686

ReceiptFinancials

Total AUM
$436.7M
Accounts
529
Discretionary
$436.7M
Accounts
529
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$39.4M
HNW Individual Clients
108
AUM
$373.3M
Pension/Profit Sharing Plan Clients
24
AUM
$24M
Charitable Organization Clients
1
AUM
$69K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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

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