Itero Capital, LLC

Itero Capital, LLC (CRD# 289422) is a financial advisory firm headquartered in , . They manage $55,826,832 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $6,978,354
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Itero Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephanie Fenster, financial advisor Tiburon CA
Stephanie Y. Fenster
CRD#: 5012196
Tiburon, CA

Stephanie Fenster (CRD# 5012196) is an Investment Advisor Representative working at Itero Capital, LLC in Tiburon, CA and has over 18 years of experience in the finance industry.

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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