Conscious Capital Management LLC

Conscious Capital Management LLC (CRD# 156550) is a financial advisory firm headquartered in Middleton, WI. They manage $17,465,937 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8383 Greenway Blvd, Suite 600, Middleton, WI 53562
https://www.ccminvestment.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $157,351
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Conscious Capital Management LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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