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Building 2INVESTOR'S CAPITAL MANAGEMENT, LLC

Map pinMENLO PARK, CA
Phone866 966 9291
NotebookSEC #801-66929
Total AUM
$170.1M
Employees
4
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 ALMA STREET, SUITE 200
MENLO PARK
CA 94025
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
866 966 9291

ReceiptFinancials

Total AUM
$170.1M
Accounts
421
Discretionary
$162.7M
Accounts
418
Non-Discretionary
$7.3M
Accounts
3

ContactClients

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Individual Clients
19
AUM
$5.3M
HNW Individual Clients
52
AUM
$160.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Corporation or Business Clients
1
AUM
$71.1K
Other Clients
1
AUM
$2.2M
Description of Other Clients
DONOR ADVISED FUND

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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