Ailsa Capital, Inc.
Ailsa Capital, Inc. (CRD# 136463) is a financial advisory firm headquartered in Draper, UT. They manage $73,196,091 in 469 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management73MILLION
Total Number of Accounts469ACCOUNTS
Average Account Value$156,068
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX, UT
Cam McClellan (CRD# 5419803) is an Investment Advisor Representative working at Ailsa Capital, Inc. in Draper, UT and has over 8 years of experience in the finance industry.
John Martindale (CRD# 2015452) is an Investment Advisor Representative working at Ailsa Capital, Inc. in Draper, UT and has over 21 years of experience in the finance industry. John Martindale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.