Iapetus Capital, Inc.

Iapetus Capital, Inc. (CRD# 175189) is a financial advisory firm headquartered in , . They manage $19,990,404 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $1,332,694
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Iapetus Capital, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David R. Marchesani
CRD#: 5001063
San Diego, CA
96
Wealthminder
score

David Marchesani (CRD# 5001063) is an Investment Advisor Representative working at Iapetus Capital, Inc. in San Diego, CA and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.