Battle Capital Asset Management LLC

Battle Capital Asset Management LLC (CRD# 156266) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $30,201,049 in 16 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $1,887,566
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, SD

Financial Advisors at Battle Capital Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Terrence D. Ormsbee
CRD#: 852657
20555 North Pima Road, Suite 100, Scottsdale, AZ 85255
83
Wealthminder
score

Terrence Ormsbee (CRD# 852657) is an Investment Advisor Representative working at Battle Capital Asset Management LLC in Scottsdale, AZ and has over 30 years of experience in the finance industry.

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