Be advised. This firm is no longer registered.

300 North Capital

300 North Capital (CRD# 107325) is a financial advisory firm headquartered in Pasadena, CA. They manage $523,802,571 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
300 North Lake Ave., Suite #1120, Pasadena, CA 91101
By the Numbers
  • Total Assets Under Management
    524
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $29,100,143
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA

Financial Advisors at 300 North Capital
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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