Be advised. This firm is no longer registered.

Investor's Capital Management, LLC

Investor's Capital Management, LLC (CRD# 141060) is a financial advisory firm headquartered in Menlo Park, CA. They manage $170,061,488 in 421 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1100 Alma Street, Suite 200, Menlo Park, CA 94025
https://www.feeonlynetwork.com/financial-advisor/jennifer-cray/
By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $403,947
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Investor's 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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