INVESTOR'S CAPITAL MANAGEMENT
Total AUM
$106.6M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:30AM TO 4PM
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
650-323-4706
Financials
Total AUM
$106.6M
Accounts
156Discretionary
$66.2M
Accounts
75Non-Discretionary
$40.4M
Accounts
81
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.