Atcap Partners, LLC
Atcap Partners, LLC (CRD# 158214) is a financial advisory firm headquartered in Rockville, MD. They manage $16,107,269 in 37 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$435,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
FL, MD, ME, NJ, NY, TX, VA
Donna McGill (CRD# 5149681) is an Investment Advisor Representative working at Atcap Partners, LLC in Marlton, NJ and has over 6 years of experience in the finance industry.
Ian Naismith (CRD# 2230631) is an Investment Advisor Representative working at Atcap Partners, LLC in Rockville, MD and has over 23 years of experience in the finance industry.