Itero Capital, LLC
Itero Capital, LLC (CRD# 289422) is a financial advisory firm headquartered in , . They manage $55,826,832 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Itero Capital, LLC
By the Numbers
-
Total Assets Under Management56MILLION
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Total Number of Accounts8ACCOUNTS
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Average Account Value$6,978,354
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Itero Capital, LLC
1
Stephanie Fenster (CRD# 5012196) is an Investment Advisor Representative working at Itero Capital, LLC in Tiburon, CA and has over 18 years of experience in the finance industry.
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