August Capital
August Capital (CRD# 311499) is a financial advisory firm headquartered in Toronto, . They manage $515,850,000 in 330 accounts and serve the financial needs of clients across 11 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management516MILLION
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Total Number of Accounts330ACCOUNTS
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Average Account Value$1,563,182
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IL, MN, MO, NC, NY, OH, PA, TN, VA
Financial Advisors at August Capital
1
Leonard Schlemm (CRD# 7589725) is an Investment Advisor Representative working at August Capital in Toronto, and has 1 year of experience in the finance industry.
2
Matthew Shannon (CRD# 7320935) is an Investment Advisor Representative working at August Capital in Toronto, and has 1 year of experience in the finance industry.
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