Check Capital Management Inc.
Check Capital Management Inc. (CRD# 107058) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $1,735,092,627 in 2,142 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management1,735MILLION
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Total Number of Accounts2,142ACCOUNTS
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Average Account Value$810,034
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AZ, CA, CO, CT, FL, GA, HI, ID, IL, LA, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA
Christopher Ballard (CRD# 4196518) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 23 years of experience in the finance industry.
Steven Check (CRD# 1549561) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 36 years of experience in the finance industry.
Robert Hill (CRD# 5676409) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 14 years of experience in the finance industry.
Ryan Kinney (CRD# 6343185) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 9 years of experience in the finance industry.
Jonathan Meeks (CRD# 1259496) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 39 years of experience in the finance industry.
Jeremy Saltzberg (CRD# 5904266) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 13 years of experience in the finance industry.
John Thatcher (CRD# 2209222) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 32 years of experience in the finance industry.
James Waite (CRD# 1160161) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 32 years of experience in the finance industry.