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Building 2INVESTOR'S CAPITAL MANAGEMENT

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Phone650-323-4706
NotebookSEC #801-63863
Total AUM
$106.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30AM TO 4PM
BY APPOINTMENT ONLY
Phone
650-323-4706

ReceiptFinancials

Total AUM
$106.6M
Accounts
156
Discretionary
$66.2M
Accounts
75
Non-Discretionary
$40.4M
Accounts
81

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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